PFS Signature Wealth offers asset management, comprehensive wealth management, and retirement plan consulting services. For investment management, PFS Signature Wealth creates tailored portfolios of individual stocks, bonds, exchange-traded funds, options, mutual funds, and alternative investments, and may utilize third-party money managers. Comprehensive wealth management combines investment management with financial planning or consulting services. Retirement plan consulting is provided to employer plan sponsors. The firm uses various analytical methods and investment strategies, including charting, fundamental analysis, technical analysis, goals-based planning, asset allocation, fixed income strategies, and options. PFS Signature Wealth emphasizes acting in clients' best interests as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are not negotiable. Ultrashort Cash Management accounts have a separate fee of 0.50% up to $1M and 0.25% over $1M. Alternative investments have a maximum annual fee of 0.75%.