PM Wealth Advisors is a registered investment advisor offering discretionary portfolio management services. Investment advice is tailored to meet individual client needs and investment objectives. PM Wealth Advisors may invest client assets according to model portfolios developed by an unaffiliated investment manager. The firm primarily advises on ETFs, municipal bonds, and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $100.0M | 0.60% |
| $100M+ | 0.40% |
Annual portfolio management fee varies between 0.25%-1% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable, depending on individual client circumstances.