Platinum Wealth Management (PWM) provides ongoing portfolio management based on individual client goals and risk tolerance. PWM creates an investment policy statement for each client. PWM also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. PWM primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$69M
Clients136
Advisors1
Avg. per Client$510K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.95% |
Fees are negotiable. Qualified clients can opt for a performance-based fee: 0% management fee plus 20% of gains above a 5% hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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