Private Wealth Consulting (PWC) provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. PWC offers ongoing asset management services, determining investment goals, risk tolerance, and objectives. Financial planning services include full financial plans and consultation services on individual topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). When using Sub-Advisors, the Client will pay additional fees. The Sub-Advisors fees are exclusive of the total fee disclosed by PWC.