Private Financial Management provides comprehensive wealth management services, combining ongoing financial planning with investment portfolio management. Clients work one-on-one with a planner to develop customized strategies covering cash flow management, retirement planning, tax strategies, estate planning, employee benefits optimization, and risk management. Private Financial Management builds portfolios using a combination of fundamental, technical, and cyclical analysis, focusing on strategic asset allocation tailored to each client's risk tolerance, time horizon, and cash needs. The firm primarily serves individuals and high-net-worth families, operating with a discretionary approach where professionals make investment decisions on behalf of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | Included |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
First $2,500,000 of managed assets is included for clients enrolled in ongoing financial planning. Fees are negotiable and calculated as a blended rate.