PFS Partners offers investment advisory services on both wrap and non-wrap fee bases. On a non-wrap fee basis, fees are based on a percentage of assets managed. The firm also provides financial planning and consulting services for a fixed or hourly fee. They may recommend other professionals, but clients are not obligated to use them. PFS Partners also offers retirement plan consulting services to plan sponsors.
Fee Structure
PFS Partners offers investment management services with fees based on a percentage of the assets they manage. The annual fee is negotiable, up to 1.50%. The exact fee depends on factors like the representative assigned, the amount of assets, and the complexity of the account. PFS Partners also offers a wrap program with a single annual fee covering investment management, trade execution, custody, and reporting. This fee is also negotiable, up to 1.50%.