Personal Wealth Planning (PWP) offers investment management and financial advisory consulting services. Investment management involves creating a plan based on your goals and risk tolerance, then managing your investments. Financial advisory consulting includes reviewing your will, estate plan, investments, taxes, retirement, debt, and college planning. PWP also holds seminars and workshops to educate the public on financial planning.
Assets Under Management$14M
Clients30
Advisors1
Avg. per Client$470K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, dollar amounts of assets to be managed, related accounts, account composition, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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