The Personal Wealth Coach (TPWC) is a registered investment advisor that designs and manages investment portfolios for individuals, families, trusts, pensions, and foundations. TPWC provides general personal financial planning, investment, and business advice when requested. TPWC does not offer generalized tax or legal advice, but can provide limited advice on investment tax and estate tax planning issues.
Assets Under Management$220M
Clients233
Advisors3
Avg. per Client$940K
Avg. per Advisor$73M
www.tpwc.com ·www.linkedin.com/company/thepersonalwealthcoach ·www.instagram.com/thepersonalwealthcoach
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
The annual management and retainer fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...