Pamela Plick Wealth Management provides investment advice and financial planning to individuals. Pamela Plick, the owner, meets with clients to understand their financial needs and goals. The firm offers portfolio management services on a non-discretionary basis, meaning they need your permission before making any trades. They also offer financial planning services, including tax, life insurance, retirement, and estate planning, charged at an hourly rate.
Assets Under Management$170K
Clients4
Advisors1
Avg. per Client$41K
Avg. per Advisor$170K
www.pamelaplick.com ·www.youtube.com/channel/ucdwjwyzlgel514bqihsy3mw ·www.facebook.com/pg/pamelaplickcfp/about
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The firm charges $1,000 or 1.25% per year for its portfolio management services, whichever is greater. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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