PI WEALTH PLAN LLC (PWP) provides wealth advisory services including ongoing comprehensive planning, limited scope planning, and divorce financial analysis. PWP develops investment strategies based on client needs and goals, and may use third-party managers for investment research and model portfolio construction. PWP manages client assets through model portfolios, separately managed accounts, and sub-advisers. The firm focuses on sustainable, responsible, and impact investing.
Assets Under Management$23M
Clients5
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
PI WEALTH PLAN LLC's ongoing advisory services include investment planning. The firm does not specify AUM-based fees, but charges a flat annual fee for ongoing advisory services. Investment planning is part of this service.
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