Pugh Wealth Management manages investment portfolios and provides personalized financial planning for individuals, trusts, charitable organizations, businesses, and retirement plans. Pugh Wealth Management focuses on long-term investment strategies using Modern Portfolio Theory, primarily recommending passively managed asset class and index mutual funds, particularly from Dimensional Fund Advisors, alongside individual bonds and equities when appropriate. Pugh Wealth Management also partners with third-party managers like Focus Partners Advisor Solutions for sub-advisory and portfolio management services. In addition to investment management, Pugh Wealth Management consults on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis.
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% |
Fees and account minimums may be negotiable under certain circumstances. Older fee schedules remain in effect for certain legacy clients who signed agreements prior to 2021.