Proquility Private Wealth Partners, LLC
Assets Under Management
$355.6M
Number of Clients
132
Number of Advisors
N/A
Average Client AUM
$2.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Proquility Private Wealth Partners, LLC offers comprehensive wealth management services, including financial planning and asset management. They work with clients to understand their financial situation, goals, and risk tolerance, creating detailed financial plans and investment policy statements. Portfolios are regularly monitored and rebalanced.
Fee Structure
For Comprehensive Wealth Management, the maximum annual fee is 1.75% of assets under management. Fees are billed quarterly in advance, based on the account value on the last day of the previous quarter. Adjustments are made for deposits and withdrawals of $50,000 or more. Fees are negotiable and deducted from client accounts. Clients also incur transaction fees charged by their custodian. Wire fees are covered for households with over $2.5 million AUM.
Areas of Practice
Location
NV, United States