PR Wealth Management Group offers financial planning and portfolio management services. For portfolio management, they use sub-advisors to manage client accounts based on the client's investment objectives and risk tolerance. PR Wealth Management Group monitors the performance of the sub-advisors and can change them without client approval. They offer both discretionary and non-discretionary portfolio management services. Financial planning services cover a range of topics, and a written plan is provided to help clients achieve their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
For portfolios with 70% or greater bond allocation, the annual management fee shall be no greater than 0.75%. Fees for Qualified Plan Services (401(k) Services), the annual management fee shall be no greater than 0.75%. These fees are negotiable to include but not limited to a tiered fee schedule. The maximum fee for accounts under $250,000 will be 1.60% annually.