Comprehensive Financial Management

Wealth management including financial plan, portfolio management

$250,000 AUM minimum

Investment Management

  • Asset allocation with aggregated accounts
  • Tax aware asset location
  • Combination of ETFs & mutual funds
  • Option strategies

Fees

  • 1% AUM, breaks above $500k

PVWM Portal

  • Investments, financial plan, spending tracking

Performance Reporting

  • Monthly vs. custom benchmark

Financial Planning

  • Retirement planning & saving
  • College savings
  • Employee benefit review
  • Liability management (debt)
  • Risk management (insurance)
  • Estate planning

Investment Management Only

Portfolio management with tax considerations and option strategies

$125,000 AUM minimum

Investment Management

  • Asset allocation with aggregated accounts
  • Tax aware asset location
  • Combination of ETFs & mutual funds
  • Option strategies

Fees

  • .75% AUM, breaks above $500k

PVWM Portal

  • Investments                                                              

Performance Reporting

  • Monthly vs. custom benchmark

Financial Planning

  • None

Financial Planning Only

One-time financial plan and asset allocation recommendation

Minimum fee of $3,000

Investment Management

  • One-time asset allocation with aggregated accounts
  • Tax aware asset location
  • Review employer 401k plan funds
  • Recommend ETFs & mutual funds
                                                           

Fees

  • Depends on plan, min $3,000

PVWM Portal

  • Investments, financial plan, spending tracking during plan

Performance Reporting

  • None

Financial Planning

  • Retirement planning & saving
  • College savings
  • Employee benefit review
  • Liability management (debt)
  • Risk management (insurance)
  • Estate planning

Introductory Services

Basic portfolio management with mostly low-cost ETFs

$6,000 AUM min, min fee $250/yr

Investment Management

  • Broad asset allocation
  • Tax aware asset location, if applicable
  • Mostly no-transaction ETFs

                                                                                                                                                                                                                                                   

Fees

  • .55% AUM, min $250/year

Morningstar Inv. Portal

  • Investments                                                              

Performance Reporting

  • Monthly vs. benchmark

Financial Planning (for additional fee)

  • Employee benefit review
  • Retirement savings choices
  • College debt
  • Saving for goals
  • Risk management (insurance)