Pierce Wealth Partners (PWP) provides investment advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. PWP works with clients to identify their investment goals, risk tolerance, and financial situation to construct and monitor a portfolio. PWP offers financial planning services, which may involve a written report to assist clients in achieving their financial goals. PWP also offers wrap fee programs that bundle investment management and brokerage services for one fee.
Fee Structure
Pierce Wealth Partners (PWP) offers several different wrap fee programs with different investment options and fee structures. The fees are calculated annually as a percentage of the value of the investments in your account. These fees cover advisory services, performance measurement, transaction costs, custody services, and trading. However, they do not cover the fees and expenses of any underlying exchange traded fund, closed-end funds, or mutual funds in the portfolio. PWP's Wrap Fee Brochure details the various fees associated with each program, and whether the fees are negotiable or not for each specific program.