Pickwick Wealth Management provides investment management services, including discretionary asset management through Orion Portfolio Solutions and Gradient Investments. Pickwick also offers financial planning and consulting services, including full financial plans and assistance with individual financial topics. Investment strategies are tailored to client goals and objectives, and clients can impose restrictions on investments.
Fee Structure
Pickwick Wealth Management offers investment management services with fees based on a percentage of the assets they manage.
For direct asset management, the annual fee is 1.0% of all assets.
For assets managed through Orion Portfolio Solutions, the annual fee is also 1.0%.
For assets managed through Gradient Investments, the annual fees vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to Pickwick)
- Tactical Portfolios: 1.8% annually (0.80% to Gradient Investments, 1.00% to Pickwick)
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to Pickwick)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to Pickwick)
- Client Directed Accounts: $300 annually to Gradient Investments