PLLC offers a wrap-fee program where clients pay a single annual fee based on the market value of their assets. The fee covers both PLLC's services and brokerage services provided by the custodian. The fee schedule is 1.5% for assets between $250,000 and $999,999, 1.1% for assets between $1,000,000 and $4,999,999, and 0.85% for assets over $5,000,000. PLLC has a $1,500,000 asset minimum. The actual fee charged may be negotiable based on the client's assets and complexity of services.
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110
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