P. Worldwide, LLC offers ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that matches your specific situation. P. Worldwide generally limits its money management to mutual funds, equities, fixed income, ETFs, REITs, and insurance products including annuities. They are authorized to execute trades only after consulting with you.
Assets Under Management$6M
Clients12
Advisors1
Avg. per Client$500K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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