Private Wealth Asset Management offers investment management and wealth management services to individuals, family offices, trusts, estates, and non-profit organizations. Investment management is offered on both a discretionary and non-discretionary basis. Wealth management services provide advice related to the client's financial circumstances and objectives. Private Wealth may also recommend third-party investment advisors. They also offer non-investment advisory services such as business transition planning, oil & gas holdings management, and real estate asset management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Schedule is for individually managed/family office/non-philanthropic organization accounts. Fees for philanthropic accounts and fixed income accounts differ. Actual fees paid may be negotiated and may differ from those in the fee schedule.