Phillips Wealth Management (PWM) provides investment management services, including both active and passive portfolios. PWM also offers services to retirement plans and financial planning and consulting. Financial planning covers wills, estate plans, investments, taxes, insurance, retirement income, Social Security, and college planning. Clients can choose one-time or ongoing planning services. PWM creates investment strategies tailored to each client's goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$78M
Clients288
Advisors3
Avg. per Client$270K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K+ | 0.25% |
This fee schedule is for passive portfolios. PWM also offers direct asset management services for assets held away for an annual fee of up to 1.00% of managed assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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