Pension & Wealth Management Advisors (PWMA) provides investment advice and financial planning to individuals, high net worth individuals, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. PWMA manages investment portfolios and may prepare financial plans covering financial situation, income taxes, insurance, investments, retirement, and estate planning. PWMA tailors its services to each client's needs.
Assets Under Management$450M
Clients371
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Under certain circumstances, PWMA may negotiate the fee based on the portfolio being managed and the scope of the relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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