Percension Wealth Advisors offers portfolio management services based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client and construct a plan to select a suitable portfolio. The firm also offers financial planning services, including investment planning, debt management, insurance, tax concerns, retirement planning, and college planning. Clients can impose restrictions on investments, but Percension Wealth Advisors reserves the right to end the relationship if the restrictions prevent them from properly servicing the account.
Fee Structure
Percension Wealth Advisors offers two investment management options:
- Active Portfolio Management: Fees are based on the amount of your portfolio:
- Up to $1.25 million: 1.00% per year
- Between $1.25 million and $2.50 million: 0.85% per year
- Above $2.50 million: 0.70% per year
- Passive Portfolio Management: 0.25% per year for any amount.
These fees are negotiable and paid monthly, based on the value of your portfolio. Percension Wealth Advisors provides financial planning for portfolio management clients but does not charge a separate or additional fee.