Physician Wealth Solutions (PWS) is a fee-only registered investment advisor offering investment management and financial planning services. PWS manages investment portfolios for individuals and families, and provides financial planning covering retirement, investments, cash flow, taxes, insurance, education, and estate planning. PWS also offers retirement plan consulting services to plan sponsors and participants.
Assets Under Management$300M
Clients109
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$300M
www.linkedin.com/in/setu-mazumdar-md-cfp%c2%ae-... ·www.physicianwealthsolutions.com ·x.com/setumazumdar
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Both the fee schedule and minimum annual fee are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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