Assets Under Management
$1.2B
Number of Clients
2,559
Number of Advisors
12
Average Client AUM
$457K
AUM per Advisor
$97.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
PWI provides investment advisory and financial planning services tailored to individual client needs. Services include assessing client goals, financial planning, implementing asset allocation, and ongoing portfolio review. They also offer investor education through workshops, shows, and online content.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be waived or reduced at the firm's discretion. Some clients may pay lower fees due to different fee arrangements.
3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072