Private Client Wealth Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Private Client Wealth Advisors (PCWA) provides wealth management services, focusing on building portfolios to meet client needs. They offer financial planning, pension consulting, and insurance services. PCWA manages assets on a discretionary basis, making investment decisions without client consent. They work with clients to develop financial and investment plans designed to build and preserve wealth. PCWA also offers retirement plan services to corporate retirement plans.
Assets Under Management$29M
Clients102
Advisors3
Avg. per Client$280K
Avg. per Advisor$9.6M
Fee Structure
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees are negotiable for amounts over $2,500,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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