Perceptive Wealth Advisors (PWA) manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. PWA offers comprehensive, project-based, and hourly planning options. Investment management is available but not required for financial planning clients.
Assets Under Management$5.7M
Clients11
Advisors1
Avg. per Client$520K
Avg. per Advisor$5.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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