Perpetual Wealth Advisors (PWA) offers financial planning and investment advice to help clients achieve their financial goals. PWA creates financial plans covering asset accumulation, preservation, and distribution. They manage investments using low-cost ETFs and mutual funds, tailoring portfolios to individual risk tolerance and goals. PWA also provides ongoing support and tax preparation services.
Assets Under Management$92M
Clients44
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.92% |
| $500K - $1.5M | 0.76% |
| $1.5M - $5.0M | 0.64% |
| $5.0M - $25.0M | 0.48% |
| $25M+ | 0.24% |
Alternate fee schedules may be arranged for assets that have limited control or choice of investment.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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