Pembroke Wealth Management offers tailored, non-discretionary portfolio management and wealth management consulting services. They help clients set financial goals, determine investment time horizons, and assess risk tolerance to create customized investment portfolios. They monitor account performance and recommend rebalancing as needed. Wealth management consulting includes advice on investments, risk tolerance, and retirement planning. Clients are not obligated to act on recommendations.
Assets Under Management$6.3M
Clients23
Advisors1
Avg. per Client$280K
Avg. per Advisor$6.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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