Personal Wealth Management (PWM) provides ongoing investment management based on your goals and risk tolerance. PWM also offers financial planning covering retirement, insurance, taxes, and estate planning. PWM may recommend third-party managers. Specific plans depend on your individual situation. Clients can restrict investments based on their values.
Assets Under Management$6.3M
Clients17
Advisors1
Avg. per Client$370K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management
PWM charges an annual fee for investment management, which is negotiated with each client but typically ranges from 1% to 2% of the value of your portfolio. This fee also includes financial planning services. Fees are paid monthly or quarterly. You can end the agreement with seven days' written notice, and any unearned fees will be refunded.
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