Pleasantdale Wealth Management (PDW) provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. PDW offers ongoing asset management based on client goals and risk tolerance. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning.
Assets Under Management$110M
Clients187
Advisors3
Avg. per Client$610K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1M+ | 1.10% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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