PARCO Wealth Management (PWM) offers investment management services, primarily for individuals with pensions and their families. PWM manages assets on a discretionary basis, meaning they can make trades without asking you first. They primarily use low-fee exchange-traded funds (ETFs). PWM does not have a minimum investment requirement. PWM also takes an educational approach to rollovers and does not provide recommendations to clients with respect to the rollover of assets between employer sponsored retirements accounts and individual retirement accounts.
Assets Under Management$21M
Clients191
Advisors1
Avg. per Client$110K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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