Private Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and businesses. They manage investment portfolios based on clients' goals and risk tolerance. They also offer investment consulting services, providing asset allocation strategies. Financial planning services include a comprehensive evaluation of a client’s current and future financial state.
Assets Under Management$8.9M
Clients51
Advisors1
Avg. per Client$170K
Avg. per Advisor$8.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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