Plum Pointe Wealth Management manages investment portfolios and offers financial planning. They work with clients to understand their goals, risk tolerance, and financial situation to create a personalized investment plan. Their services include investment management and wealth management advisory, which combines investment management and financial planning. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies.
Assets Under Management$210M
Clients543
Advisors1
Avg. per Client$380K
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $15.0M | 0.20% |
| $15M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...