Counterweight PW provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance, then create tailored portfolios. Financial planning covers retirement, risk management, college savings, and estate planning. They also offer tax advice and preparation through a partnership with a CPA.
Assets Under Management$170M
Clients81
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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