Private Financial Management (PFM) offers wealth management services, including ongoing financial planning and investment management. PFM works with clients to develop and implement financial plans, manage investments based on individual needs, and monitor progress. The financial planning process covers various areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. PFM does not take custody of client assets.
Assets Under Management$150M
Clients30
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | Included |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
For Ongoing Comprehensive Financial Planning and Execution clients who also elect to have PFM manage any or all of their investable assets, that additional work is included until managed assets exceed $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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