PFS Partners offers discretionary and non-discretionary investment management services, financial planning, and retirement plan consulting. The firm provides services on both a wrap fee basis (bundling investment management, trading, and custody into a single fee) and a non-wrap fee basis. PFS Partners builds portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, interval funds, and private investment funds, and can also coordinate independent managers. In addition, PFS Partners provides standalone financial planning covering estate and insurance planning, as well as retirement consulting for employer-sponsored retirement plans. The firm is owned by David Vollmer and based in Mine Hill, New Jersey.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable up to 1.50% of assets under management. Available on a wrap or non-wrap fee basis.