Panarella Wealth Management (PWM) offers portfolio management based on individual client goals and risk tolerance. PWM creates an Investment Policy Statement for each client. PWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. PWM generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products, private placements, and government securities.
Assets Under Management$44M
Clients54
Advisors1
Avg. per Client$810K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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