Portland Private Wealth Management (PPWM) offers ongoing wealth management services, including investment advice and financial planning, to individuals, corporations, and non-profit organizations. PPWM helps clients with financial planning, asset allocation, portfolio design, and security selection. PPWM uses a disciplined investment advisory process and considers a wide range of asset classes. Clients deposit their assets with an independent custodian like Charles Schwab.
Assets Under Management$240M
Clients455
Advisors3
Avg. per Client$520K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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