Private Wealth Management Solutions offers ongoing investment management tailored to individual client needs. They may recommend other investment advisors for specialized expertise. Financial planning is also offered, providing estimates of future spending ability based on net worth and income. The firm uses a proactive investment strategy and considers various securities, including individual stocks, bonds, mutual funds, and ETFs. They may also use option contracts.
Assets Under Management$44M
Clients34
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$44M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Investment advisory fees charged by us are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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