Private Family Wealth Advisors (PFW Advisors) offers investment management, financial planning, and retirement plan consulting. Investment management is typically discretionary, with portfolios customized to client needs. Financial planning covers various areas like retirement, estate, and tax planning. Retirement plan consulting is offered to employer-sponsored plans. PFW Advisors may use sub-advisers to manage client accounts.
Assets Under Management$390M
Clients138
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for assets over $100 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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