Perennial Wealth Advisors (PWA) provides financial planning, consulting, and investment management services. Financial planning covers business, tax, estate, insurance, retirement, and education planning. Investment management is offered on a discretionary basis, primarily using exchange-traded funds, mutual funds, and liquid alternative investments. PWA tailors its services to individual client needs and objectives.
Assets Under Management$81M
Clients172
Advisors3
Avg. per Client$470K
Avg. per Advisor$27M
Fee Structure
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 - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees may be negotiable for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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