Prestige Wealth Management offers ongoing portfolio management, financial planning, and third-party investment manager selection. Prestige Wealth Management creates a customized investment policy statement for each client to guide portfolio monitoring, asset allocation, and security selection. The firm generally limits its investment advice to mutual funds, fixed income securities, equities, exchange-traded funds, Treasury inflation-protected securities, venture capital funds, and private placements. Prestige Wealth Management participates in wrap fee programs where clients pay a single bundled fee that covers management and trading costs. In addition to investment services, Prestige Wealth Management provides financial planning covering areas such as investments, life insurance, taxes, retirement, college savings, and debt management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.50% |
Fees are generally negotiable.