Private Client Wealth Advisors, LLC
Private Client Wealth Advisors manages investment portfolios and provides personalized financial planning, pension consulting, and insurance services. Private Client Wealth Advisors focuses on building custom-tailored portfolios to help clients develop and execute financial and investment plans designed to build and preserve wealth. Services include comprehensive financial planning, estate planning, business planning, and college planning. Private Client Wealth Advisors works with individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, retirement plans, and businesses. Through its sister brand, Engage in Wealth, the firm also offers separate financial coaching and planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees for accounts over $2,500,001 are negotiable. Accounts from immediately-related family members at the same mailing address may be consolidated for billing purposes.