Fees

Wealth Management Services

• We charge a percentage on the assets under management (AUM) for ongoing investment management and financial planning

• The fee is on the entire household AUM and is tiered

• Our fee starts at 1.25% and tiers down as the AUM increases

• The minimum AUM for new clients is $500,000

• PWA may make limited exceptions to this minimum at its discretion and may charge a separate financial planning fee

One Time Financial Planning

For people that don’t want ongoing investment management and financial planning we offer a One Time Financial Planning service. We charge a flat fee that is dependent on the complexity of the financial plan and the estimated time involved to complete it. This service has a minimum fee of $3,000.