PVB Wealth Management (PVBWM) offers portfolio management services to individuals and high-net-worth individuals under a wrap fee program. PVBWM acts as both the sponsor and portfolio manager. PVBWM professionals are legally required to act in your best interest under federal retirement plan rules and the Code. PVBWM does not have authority to make trades without asking first.
Assets Under Management$18M
Clients50
Advisors1
Avg. per Client$360K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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