PW Capital Management provides investment management services for high net worth clients. The firm's strategy focuses on generating moderate but consistent returns with low volatility by creating balanced portfolios of stocks and bonds and using futures, short selling, and options as hedging strategies. Clients can exclude specific securities from their portfolios.
Assets Under Management$5.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Advisory Fee may be negotiated or waived under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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