Perspective Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth individuals, families, and retirement plans. PWA manages portfolios using various investments, including stocks, bonds, ETFs, and alternative assets. PWA also provides financial planning services, including retirement planning, estate planning, and tax planning.
Assets Under Management$110M
Clients286
Advisors4
Avg. per Client$400K
Avg. per Advisor$28M
Fee Structure
Perspective Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%, depending on the size and complexity of your account. The fee is calculated monthly based on the average daily balance of the account.
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