Princeton Wealth Management Alliance provides financial planning and investment management to individuals, high net worth individuals, corporations, and charitable organizations. Financial planning is incorporated with investment management services. The firm also recommends separately managed portfolios and provides retirement plan advisory services. They also conduct financial education seminars.
Assets Under Management$67M
Clients166
Advisors1
Avg. per Client$400K
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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