Palos Wealth Advisors (PWA) manages client investment accounts on a discretionary basis. PWA creates portfolios based on a client's financial situation, return expectations, and risk tolerance. Clients can place reasonable restrictions on their accounts. PWA also reminds clients to inform them of any changes to their financial situation or investment objectives. PWA does not participate in wrap fee programs.
Assets Under Management$71M
Clients89
Advisors1
Avg. per Client$800K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees over $1,000,000 are negotiable. If PWA uses another investment advisor, there may be an additional charge of 0.35% to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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