Portfolio Wealth Advisors provides investment advice and manages client investments. The firm assesses each client’s investment goals, risk tolerance, and financial situation to create a suitable investment program. Portfolio Wealth Advisors manages accounts on a discretionary basis using wrap-fee programs. They also provide financial consulting services to legal counsel.
Assets Under Management$400M
Clients283
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$400M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees may be negotiable based on assets and complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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