Private Wealth Services, LLC (PWS) primarily connects clients with third-party registered investment advisors. PWS does not provide investment advice itself, but facilitates introductions. PWS also offers financial planning and consulting services covering areas like estate and retirement planning, tax planning, business planning, college planning, and long-term care. Fees for financial planning are determined by the scope and complexity of the services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning or consulting services are offered at an hourly rate ranging from $200 to $500.
- Fixed fees for financial planning or consulting range from $2,500 to $50,000, depending on the scope and complexity of the services.
- For PWS's Life and Legacy Process, 35% of the fee is due upon signing the agreement, covering Phases I and II. If the client proceeds to Phases III and IV, the remaining 65% is due upon starting Phase II.
One-Time Plan:$2,500 - $50,000
Hourly Rate:$200 - $500/hr
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