Investment Management Fees

In exchange for making the day to day investment and portfolio management decisions within our clients' accounts, Private Wealth Counsel earns a fee based on the following schedule:

• 1.50% per year on the first $1 million a client has with us
• 0.75% per year on the next $2 million a client has with us
• 0.375% per year on any assets over $3 million a client has with us

These fees represent one full year of services, and are calculated and billed quarterly.  Therefore, a client having $500,000 with us may expect to pay approximately $1,875 assuming there isn't any change in investment value ($500,000 x 1/4 x 1.5% = $1,875).

It is important to note that this is the ONLY compensation Private Wealth Counsel earns in connection with managing assets.  We do not sell investment products and do not receive commissions for selling or distributing investments.

Consulting Fees

Advisors of Private Wealth Counsel also provide retirement planning services, tax planning and tax strategy services, and other consulting services which are billed at a rate of $100 per hour if we are managing your investments.  If we are not managing your investments, then our consulting services are billed at a rate of $200 per hour.  Fees for consulting services are estimated in advance of our taking on a project to help you plan accordingly.