Parkwoods Wealth Partners (PWP) manages investment portfolios for individuals, retirement plans, non-profit organizations, foundations, and corporations. PWP works with clients to determine their investment objectives and creates an asset allocation model that matches their risk tolerance. PWP typically uses mutual funds and exchange-traded funds. PWP may also consult with clients on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable. Individual accounts for members of the same family are charged fees based upon the total account balance of all family accounts. Accounts for business entities and accounts related thereto, including those of the business owner are charged fees based upon the total account balances of all such related accounts.