Fees

 Investment Management Services

Assets Under Management Annual Rate Quarterly Rate

First $1,000,000 invoiced at 1.00% 0.25%

Next $2,000,000 invoiced at 0.80% 0.20%

Above $3,000,000 invoiced at 0.50% 0.125%

The minimum required portfolio for new clients is $250,000. PWA may make limited exceptions to this minimum at its discretion.

Financial Planning Services

The flat fee for Comprehensive Financial Planning services starts with a minimum fee of $3,000. The flat fee will be dependent on the complexity of the financial plan and the estimated time involved in completing the financial plan.

Limited Scope Hourly: $300 per hour