Prestige Wealth Management offers investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Prestige Wealth Management may direct clients to third-party investment advisors and is compensated via a fee share.
Assets Under Management$26M
Clients100
Advisors1
Avg. per Client$260K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...