Peoples Savings Wealth Management (PSWM) offers consulting services to pension plans and financial planning to individuals. Financial planning covers investments, insurance, taxes, retirement, and college savings. PSWM primarily advises on insurance products like annuities and ETFs. PSWM tailors its services to each client's needs and may use model allocations. Clients can restrict investments based on their values.
Assets Under Management$270K
Clients3
Advisors1
Avg. per Client$88K
Avg. per Advisor$270K
Fee Structure
Minimum Investment:None
PSWM charges a fixed fee between $500 and $5,000 for creating a financial plan. The fee is negotiable.
One-Time Plan:$500 - $5,000
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