ProAthlete Wealth Management (PAWM) offers personalized investment advice and portfolio management services. PAWM works with clients to determine their financial goals, risk tolerance, and time horizon to develop a tailored investment strategy. PAWM also offers financial planning, consulting, and concierge services, including income planning, cash flow analysis, and assistance with lifestyle demands of high-net-worth clients. These services are offered together for one advisory fee.
Assets Under Management$310M
Clients143
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.20% |
| $4.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Family members' account values may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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