PBMares Wealth Management manages investment portfolios and offers financial planning services, including retirement, education, tax, and estate planning. They work with clients to create investment policy statements and monitor portfolios regularly. PBMares Wealth Management primarily uses mutual funds and exchange-traded funds (ETFs) with a passive investment approach. They also provide advisory services to participant-directed retirement plans.
Fee Structure
PBMares Wealth Management's annual fee for wealth management or asset management services ranges from 0.35% to 1.50% of the value of your portfolio. The specific fee depends on the size and complexity of your accounts and the services required. Fees are charged quarterly in advance. In certain limited circumstances, a client may also receive income tax preparation, tax planning and/or tax compliance services as part of their advisory fee. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.