Prentice Wealth Management (PWM) offers investment management services where they manage client portfolios based on their needs and risk tolerance. PWM also offers financial planning services, providing in-depth analysis and recommendations related to clients' financial goals. PWM provides divorce consulting services, offering financial advice and litigation support. PWM also offers insurance reviews and solutions through DPL Financial Partners.
Fee Structure
Prentice Wealth Management (PWM) charges an annual fee based on a percentage of the value of your investments. This fee ranges from 0.30% to 1.60% depending on factors like your advisor, the amount you invest, and the complexity of your portfolio. If you use custom portfolios through the Knightbridge Capital Management Program, you'll also pay an additional portfolio fee. Clients utilizing the Cash Management Portfolios are only charged the Portfolio Fee and are not assessed PWM's standard asset management fee.