Pezzi Wealth Management (PWM) offers customized wealth management services to individuals and high net worth individuals. PWM provides investment management services using ETFs, mutual funds, and individual stocks/bonds. PWM also offers financial planning services covering investment planning, retirement planning, education savings, and insurance needs. PWM may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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