Professional Wealth Management Services (PWMS) provides financial planning and investment management. PWMS offers financial planning coupled with investment services where clients pay trading costs, a bundled service where trading costs are included, and one-time financial planning. PWMS tailors its services to each client's needs and risk tolerance. PWMS manages investments on a discretionary basis.
Assets Under Management$140M
Clients60
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are customized and negotiable based on a client’s specific situation. Fees are generally decreased as a client’s assets under PWMS management cross sustainably above breakpoints at $500,000.00, $1MM, and $3MM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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