Pugh Wealth Management (PWM) manages investment portfolios and offers financial planning services. PWM works with clients to determine their investment objectives and risk profile, creating a written investment policy. PWM primarily recommends passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA) funds. PWM also provides advice on financial areas like tax planning, retirement planning, and insurance analysis. PWM may use Focus Partners Advisor Solutions as a sub-advisor for certain client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. There may be other facts and circumstances in which PWM may negotiate fees.