Pl Wealth Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
7
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
PL Wealth Advisors provides consulting and investment advisory services, including portfolio analysis and customized strategies. They refer clients to third-party managers. The Wealth Standard Pathway™ is a one-year program with ongoing consulting. Clients can choose a Comprehensive or Elite Package.
Fee Structure
PL Wealth Advisors charges fixed and/or hourly fees for consulting services. Fixed fees generally range from $2,000 to $5,000, depending on the services. The hourly fee is $150. They may receive a portion of the management fee charged by third-party managers, ranging from 0.50% to 1.50% annually.
Areas of Practice
Location
650 South 500 West, Suite 128, Salt Lake City, UT, 84101