Petroglyph Wealth Management (PWM LLC) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. PWM LLC creates an Investment Policy Statement for each client and may use model allocations. PWM LLC also provides financial planning services through portfolio management services at no additional fee.
Assets Under Management$10M
Clients17
Advisors1
Avg. per Client$610K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are blended and negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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