Prestige Wealthwide (PWW) provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. PWW gathers financial information to create a plan that outlines the client's current situation and desired future outcomes. PWW may request authority to make trades without asking for permission each time. PWW generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, and other securities to diversify portfolios.
Assets Under Management$200M
Clients187
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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