PL Wealth Advisors provides consulting and investment advisory services, including portfolio analysis and customized strategies. They help clients with business, insurance, cash flow, charitable giving, trust and estate, tax, investment, budgeting, and retirement planning. The firm uses a five-step program called Wealth Standard Pathway™. Clients can choose a Comprehensive or Elite package. PL Wealth Advisors can refer clients to third-party managers to manage their investments.
Fee Structure
PL Wealth Advisors does not directly manage investments. They can refer you to third-party managers who will manage your investments for a fee. PL Wealth Advisors may receive a portion of the management fee charged by the third-party manager, ranging from 0.50% to 1.50% annually. This fee is included in the overall management fees charged by the third-party manager.