Presilium Private Wealth offers investment advisory services to individuals and businesses. For individuals, they provide portfolio management and financial planning. For businesses, they offer consulting services related to business transitions, valuation, and financial planning for owners. Presilium uses Dynasty Financial Partners for operational and back-office support.
Fee Structure
Presilium Private Wealth offers comprehensive portfolio management services. The maximum annual fee charged for managing your investments is 1.50%. There is a minimum quarterly fee of $1,250, but this may be waived if the total family fee is $25,000 or greater, or at Presilium's discretion. Fees are calculated based on the value of your account and are deducted quarterly in advance. Adjustments are made for deposits and withdrawals greater than $50,000. The fee is negotiable depending on your circumstances and account type. Clients may also be charged fees by third-party managers.