PBL Wealth Management provides financial planning on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. They manage investment portfolios directly and through sub-advisors. PBL Wealth Management works with clients to gather financial information, analyze their situation, and provide recommendations to achieve their goals. They also offer consulting services to employer-sponsored retirement plans.
Assets Under Management$75M
Clients43
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
linkedin.com/company/pbl-wealth-management ·www.linkedin.com/in/adam-broughton-cfp ·www.pblwealth.com
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.