PB Wealth helps young professionals and families gain clarity and confidence about their financial future. PB Wealth offers financial planning, including project-based, hourly, and ongoing annual planning. PB Wealth also provides investment management services, managing portfolios to align with client goals. Matthew Filepp, the founder, is a Chartered Financial Analyst and Certified Financial Planner.
Assets Under Management$1.1M
Clients9
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable and may be adjusted based on complexity, restrictions, householding, future assets, reporting needs, and whether ongoing financial planning is purchased separately.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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