Purpose Comprehensive Wealth Management (PCWM) offers tailored investment advice and financial planning to individuals and high net worth individuals. PCWM reviews client investment objectives, recommends asset allocation strategies, and prepares written investment strategies. PCWM also provides financial planning consulting services including risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$130M
Clients141
Advisors2
Avg. per Client$930K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided. PCWM has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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