Private Wealth Solutions offers investment management and financial planning services to individuals and other clients. As a fiduciary, Private Wealth Solutions acts in the client's best interest. Investment strategies are tailored to the client's specific needs and goals. Financial planning covers investment, retirement, estate, charitable, education, and tax planning.
Assets Under Management$500M
Clients275
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...