Pamela Krueger and Company, INC.

Fee-Only (% of Portfolio)

Pamela Krueger and Company, operating as Womanvest, offers investment advice and asset management services to individuals. PKC helps clients develop and implement plans to build and preserve wealth. PKC works with clients to understand their financial situation, goals, and risk tolerance, then recommends an appropriate investment strategy. The firm monitors accounts, trades as necessary, and communicates regularly with clients.

Assets Under Management$15M
Clients55
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based upon certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Pamela Krueger and Company, INC. | TrueAdvisor