Preserve Private Wealth (PPW) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. PPW creates a personalized investment plan for each client. PPW also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. PPW generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. PPW may direct clients to third-party investment advisers, such as Split Creek Capital LLC (total fee 1.25%) or Charles Schwab Investment Management, Inc. (total fee 1.25%).