Platform Wealth Advisors (PWA) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. PWA works with clients to determine their investment goals and risk tolerance, then creates a written investment policy. PWA primarily recommends portfolios of passively managed asset class and index mutual funds and may consult on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
All relationships are subject to a $500,000 account minimum or $10,000 annual fee. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.