PMC Wealth offers financial planning and investment advisory services through three membership tiers, hourly services, and portfolio management. Services include budgeting, savings, debt reduction, retirement planning, insurance review, estate planning, and tax strategy. PMC Wealth provides advice on client-held assets and offers cash management services. Portfolio management is available on a discretionary or non-discretionary basis.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
These fees are for custom portfolio management. Model portfolio fees range from 0.40% to 0.25%. Fixed income-only portfolio fees range from 0.40% to 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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