Packard Wealth Strategies manages investments and provides financial planning for individuals, high-net-worth individuals, pension plans, charities, and businesses. Packard Wealth creates a Financial Policy Statement (FPS) for each client, which defines financial objectives and guidelines for managing the portfolio. Packard Wealth typically uses a mix of passively managed and structured investment strategies implemented through mutual funds and exchange-traded funds. Financial planning is offered separately or bundled with investment management.
Assets Under Management$13M
Clients32
Advisors1
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. For accounts with margin balances, advisory fees are calculated on net assets (total account value minus any outstanding margin balance).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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