Investment and Financial Planning Schedule


Your initial consultation is free, and there's no obligation.

Financial Planning

Comprehensive Financial Plan = $800.00

Our financial plan is a stand-alone, advice-only model if you want to manage your assets or retain your current advisor. We waive our fee if you want PWM to invest your assets.

Investment Management

$10,000 to $5,000,000 = 0.5%.

$5,000,001 to $10,000,000 = 0.35%

$10,000,001 or more = 0.25%.

The investment management fee is a percentage based on the assets we manage, as outlined in the firm’s ADV filing. In addition to the annual fee, there may be trading fees assessed by T.D. Ameritrade. 

Fee Example:

Investment Account = $1,000,000. The investment fee would be .5% or $5,000, billed quarterly at $1,250.