PLW Financial provides financial planning and investment advice to individuals, high net worth individuals, and small businesses. PLW also offers tax preparation services. Financial planning covers topics like setting financial goals, managing cash flow and debt, tax planning, insurance, retirement, and estate planning. Investment advice includes designing and monitoring portfolios, primarily using low-cost, passively managed investment funds.
Assets Under Management$13M
Clients33
Advisors1
Avg. per Client$390K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K+ | 0.60% |
Fees are exclusive of brokerage fees, transaction fees, and other related costs and expenses.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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