P3 Wealth Management offers investment and financial planning services. Investment management is customized to client objectives, using a tactical allocation strategy. P3 may use various securities and mutual funds, selected based on criteria like manager tenure and performance. Financial planning includes recommendations for portfolio customization, investment strategies, and advice on retirement, tax optimization, cash flow, education, estate planning, and asset protection. P3 tailors its services to individual client needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range up to 2.0% per annum depending on the type and complexity of the investment management strategy employed as well as other factors such as the size of the account or overall client relationship. These fees may be negotiated by P3 at its sole discretion.