PACK Private Wealth provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. PACK creates customized investment strategies based on client goals, risk tolerance, and financial situations. PACK's investment approach is primarily long-term focused, using exchange-traded funds, mutual funds, individual stocks and bonds. PACK also offers financial planning services covering investment, retirement, education, and insurance needs. PACK serves as a fiduciary, committed to acting in the client's best interest.
Fee Structure
PACK Private Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.50% per year, depending on the amount they manage. Fees are paid quarterly, in advance. Certain clients may be offered a fixed rate fee schedule. These fees do not include brokerage or custody fees.