PMAdvisers offers financial education, seminars, and investment advice. They work with clients to create personal financial plans, determine investment objectives, and choose suitable portfolios. PMAdvisers provides active and passive portfolio management strategies to both individuals and institutions. They are not affiliated with any broker, bank, or other company.
Assets Under Management$1.3M
Clients8
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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