Pomona Wealth Management offers financial planning and investment management services. They manage accounts based on individual client goals and risk tolerance, on either a discretionary or non-discretionary basis. Investment strategies are tailored to each client's needs and generally consist of an asset allocation consistent with income with capital preservation, income with moderate growth, growth with income, growth, or aggressive growth.
Assets Under Management$170M
Clients20
Advisors2
Avg. per Client$8.3M
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Pomona Wealth Management charges up to 1.50% of the amount they manage or provide advice on, paid quarterly. There is a negotiated annual minimum fee of $5,000 based on the scope, complexities, time, and expertise required.
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