Polley Wealth Management (PWM) offers investment advice and financial planning services to individuals. PWM helps clients with investment objectives, asset allocation, and financial planning, including risk assessment, estate planning, and financial decision-making. PWM may work with other professionals like accountants and may contract with employers to offer financial planning services to their employees.
Assets Under Management$21M
Clients50
Advisors2
Avg. per Client$430K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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