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)