Comprehensive Wealth Management
Wealth management including financial planning, tax planning, portfolio management, regular reviews and advisor access.
Financial Planning
- Retirement Planning & Saving
- Tax Planning
- College Savings
- Debt Management
- Employee Benefit Review
- Insurance Needs
- Estate Planning
Investment Management
- Asset Allocation with Tax Location
- Tactical Management with low-cost funds
- Option Strategies
- Performance Reporting
PVWM Client Website
- Net Worth Overview
- Investment Reports
- Financial Plan Information
- Spending Tool for Budgeting
Fees
- 1.00% of assets managed with breaks above $1,000,000
- For assets below $500,000, Base Financial Planning for $2,000/yr + 0.70% of assets
Investment Management Only
Portfolio management with tax-aware investing and advisor access.
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Financial Planning
- None
Investment Management
- Asset Allocation with Tax Location
- Tactical Management with low-cost funds
- Option Strategies
- Performance Reporting
PVWM Client Website
- Net Worth Overview
- Investment Reports ㅤ
Fees
- 0.75% of assets managed with breaks above $1,000,000
- For assets below $150,000, ETFs only and no options; min annual fee of $500
One-Time Financial Plan
One-time detailed financial plan and asset allocation recommendation. ㅤㅤ
Financial Planning
- Retirement Planning & Saving
- Tax Planning
- College Savings
- Debt Management
- Employee Benefit Review
- Insurance Needs
- Estate Planning
Investment Management
- Asset Allocation with Tax Location
PVWM Client Website
- Net Worth Overview
- Financial Plan Information ㅤ
Fees
- $3,750 for Net Worth under $2,000,000
- Additional fees for higher Net Worth and complexity
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