Prestige Wealth Management Group offers investment management on both a wrap fee and non-wrap fee basis. They also provide financial planning and consulting services on a stand-alone basis. The firm may recommend other professionals, including their own representatives as registered representatives of Osaic Wealth, Inc., or Prestige Accounting Services Group. Clients are responsible for notifying Prestige Wealth Management Group of any changes in their financial situation or investment objectives.
Fee Structure
Prestige Wealth Management Group offers investment management services for a fee based on a percentage of the value of your investments. The annual fee generally ranges from 0.45% to 1.95%. They also offer a wrap fee program where you pay a single annual fee that includes investment advice, trading, custody, and reporting. This wrap fee also ranges from 0.50% to 1.95%. Fees can vary based on the amount and type of assets, the complexity of the engagement, and client negotiations.