PLH Family Office is a registered investment advisor that primarily helps high-net-worth individuals, trusts, charitable organizations, and businesses find and connect with third-party investment advisors, specifically U.S. Capital Wealth Advisers and Piton Investment Management. PLH evaluates client financial circumstances, recommends these specific third-party advisors, and helps coordinate onboarding. PLH does not manage investment portfolios directly or execute trades. Instead, PLH offers ongoing non-discretionary reviews of client investment arrangements by observing portfolio structure, allocation, and performance, and providing feedback. Additionally, PLH offers family office services to help organize financial matters by coordinating with client-selected professionals like lawyers, accountants, and insurance agents, consolidating reporting from various custodians, and providing customized investment research as requested.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.