Principia Wealth Advisory (PWA) provides investment management and financial planning services. PWA works with clients to understand their financial situation and goals, then proposes an investment approach using various securities. PWA also offers financial planning and consulting services, creating written plans or providing advice on specific financial issues. PWA may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$190M
Clients153
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Exceptions may be made to the published fee schedule under certain circumstances pursuant to a negotiated agreement with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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