Pollux Wealth Management (PWM) provides investment advisory services, specializing in quantitative, fundamental, technical, and economic analysis to inform its investment models. PWM assesses clients’ current holdings and aligns them with short- and long-term goals, performing ongoing reviews of investment performance and portfolio exposure. PWM requires a signed financial service agreement outlining services and fees. PWM does not receive commissions and is not affiliated with entities that sell financial products or securities. PWM may recommend investments in Dynamo Capital LLC, a private fund under common control, but will not charge advisory fees on the amount invested.
Assets Under Management$55M
Clients37
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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