Planning Works Advisory (PWA) offers investment management and financial planning services. PWA manages investments with discretion or without, depending on the client's preference. PWA also provides financial planning and consulting services, including education funding, retirement planning, estate planning, risk management, employee benefits, and tax planning. Services are tailored to each client's needs.
Assets Under Management$200M
Clients129
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.30% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.10% |
| $10M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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