Parkstone Wealth Management (PWM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PWM creates a comprehensive investment plan for each client. PWM also offers financial planning services, including cash flow planning, tax strategies, estate planning, insurance reviews, business planning, retirement planning, and educational funding. Financial planning is only offered to portfolio management clients.
Assets Under Management$200M
Clients20
Advisors3
Avg. per Client$10M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Parkstone Wealth Management charges an annual fee based on the value of your portfolio. The fee is calculated on the last business day of the prior billing period and is negotiable. The fee schedule is as follows:
- $0 - $3,000,000: 1.50% - 2.00%
- $3,000,001 - $10,000,000: 1.25%
- $10,000,001 and up: 1.00%
Loading...