Private Wealth Advisors offers personalized investment advice and portfolio management services. They work with individuals, families, and other clients to manage their financial resources based on their goals and objectives. Services include investment planning, retirement planning, estate planning, tax planning, and more. They primarily advise on exchange-traded funds and mutual funds.
Assets Under Management$370M
Clients1,125
Advisors2
Avg. per Client$330K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Applies to non-fixed income portfolios. Annualized fees for fixed income-only portfolios range from .10% to .50% of the account value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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