PR Squared Wealth Management (PR2WM) provides investment management services on both a discretionary and non-discretionary basis. PR2WM also offers financial planning and consulting services, including retirement planning, tax planning, and estate planning. PR2WM also provides services to qualified retirement plans. PR2WM may utilize sub-advisors to manage client portfolios.
Assets Under Management$13M
Clients103
Advisors4
Avg. per Client$120K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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