PoM Wealth Management US provides investment advice to high-net-worth individuals, families, trusts, estates, and corporations. PoM helps clients define investment objectives and designs strategies to achieve those objectives. PoM offers both discretionary and non-discretionary investment advisory services. PoM does not have custody of client assets, but can recommend custodians. PoM assists clients in establishing investment objectives, return expectations, risk tolerance, and liquidity needs.
Fee Structure
PoM Wealth Management US charges a fee based on a percentage of the value of your portfolio, typically ranging from 0.35% to 1% per year. The specific fee is agreed upon in your investment advisory agreement. There is typically a minimum annual advisory fee. Fees are calculated and billed quarterly in advance. If you end your account, any unearned fees will be refunded.