PRESERVE Wealth Management provides investment management and financial planning services. They use a risk assessment tool to determine a client's risk tolerance and create an Investment Policy Statement. They offer ongoing financial planning with two tiers: traditional financial planning and wealth management, which includes coordination with other advisors. One-time financial planning is also available. They primarily invest in institutional mutual funds and exchange-traded funds.
Assets Under Management$71M
Clients25
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The standard investment advisory fee is 0.75% with a $5,000 minimum. Clients with Ongoing Financial Planning pay 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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