Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are fixed, ranging from $1,500 to $3,500 depending on the complexity of the plan. Hourly fees range from $500 to $750. For legacy investment guidance clients, financial planning services are complimentary until the client’s household invested assets reach $100,000. Once client achieves $100,000 in household invested assets, the client will pay a fixed fee of $500 per year. Once the client achieves $250,000 in household invested assets, PWP will request that the client enter into a new Agreement in order to continue services.
Areas of Practice
Advisor Information
Office location
3349 Michelson Dr, Suite 200-8E, Irvine, CA, 92612
Get directionsRegulatory History
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