Propel Private Wealth provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. The firm builds diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, options, and private investments, while also offering specialized guidance on equity compensation such as stock options and restricted stock units. Propel Private Wealth operates as a registered investment advisor legally required to act in your best interest. Clients' investments are held with an independent custodian, with Charles Schwab recommended for brokerage and custody services. The firm designs investment strategies tailored to each client's risk tolerance, time horizon, and goals, with ongoing portfolio monitoring and rebalancing. In addition to investment management, the firm offers standalone financial planning and consulting covering retirement, tax, estate, and corporate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
Fees are negotiable. Third-party manager fees may be in addition to these advisory fees.