PnL Investments offers investment advisory services where they manage client accounts based on the client's investment goals. They invest in various securities, including equities and ETFs. PnL also provides financial planning and consulting services, reviewing client portfolios and offering advice on investments, asset allocation, cash management, insurance, estate planning, retirement, and education. PnL provides a free newsletter with market information.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Using the previous tier's fee percentage for the negotiable tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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