Ponta Wealth Partners provides investment management services to high-net-worth individuals. They offer both discretionary and non-discretionary investment advisory services. Ponta Wealth Partners may utilize third-party investment advisors to manage client assets. They generally limit their investment advice to mutual funds, fixed-income securities, equities, and ETFs.
Assets Under Management$100M
Clients10
Advisors1
Avg. per Client$10M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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