Piece of Wealth Planning (PWP) offers a comprehensive financial planning package that includes investment management, ongoing financial planning, and tax preparation. Investment management is tailored to individual client needs and goals. Ongoing financial planning involves working with a planner to develop, implement, and monitor a financial plan. PWP also offers limited scope financial planning on an hourly or project basis.
Assets Under Management$1.8M
Clients13
Advisors2
Avg. per Client$140K
Avg. per Advisor$880K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for clients with AUM above $3,000,000. For clients with AUM below $500,000, PWP charges an ongoing flat annual fee that is paid monthly or quarterly, in arrears, at the rate of $450 - $1250 per month, depending on the complexity and individual needs of the Client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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