PVA Financial offers financial planning and investment management services. Financial planning includes goal setting, asset allocation, retirement planning, and estate plan reviews. Investment management is tailored to each client's financial situation and risk tolerance. PVA may use third-party investment advisors and Charles Schwab Investment Management for certain strategies. PVA also offers retirement plan consulting and management services to employer plan sponsors.
Assets Under Management$86M
Clients35
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Any client who avails investment advisory services, can receive financial planning services for no additional charge. The investment advisory services fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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