POV Wealth offers financial planning and investment management services. Financial planning includes reviewing financial goals, net worth, investments, cash flow, education, retirement, taxes, insurance, and estate plans. Investment management involves creating a portfolio based on the client's goals, risk tolerance, and time horizon, using stocks, ETFs, and mutual funds. POV Wealth also provides free educational seminars and newsletters.
Assets Under Management$3.1M
Clients9
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
These rates are for accounts held at Interactive Brokers. For accounts held away (e.g., 401(k)s), the rate is 0.75%, which includes a 0.3% fee that Pontera charges and POV absorbs. For 529 accounts held at Capital Group (American Funds), the rate is 0.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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