Prestige Wealth Management (PWM) is an investment management firm committed to helping clients build, grow, preserve, and manage their wealth through personalized financial guidance. PWM focuses on strategies that support financial independence, including retirement planning, income replacement, and long-term investment solutions tailored to each client’s unique goals and circumstances. Financial planning services are included as part of investment management services. PWM also offers stand-alone and ongoing, subscription-based, financial planning.
Fee Structure
Prestige Wealth Management's fees are calculated as a percentage of the value of your portfolio, based on the average daily balance. The fee covers investment advisory services, transaction fees, platform provider fees, and model manager fees, if applicable. The maximum advisory fee will not exceed 2.50%. The specific annual fee schedule is identified in the contract between the advisor and the client.