Aligning Private and Institutional Asset Management
A multidisciplinary approach to asset management with an emphasis on risk mitigation and stability is where we thrive. Outsourcing investment management to PNW Financial is the delegation of some or all investment management duties, including fiduciary responsibilities, that aim to achieve a desired outcome. With the right combination of research, technology and intelligence we aim to deliver comprehensive investment advisory solutions to investment portfolios that are data driven.
Fee Schedule for
Investment Advisory Services
First $1M 65 BPS
Next $2M 55 BPS
Next $2M 45 BPS
Next $5M 35 BPS
Above $10M 25 BPS
Basis points (BPS) are a financial unit of measure to describe the percentage change within a financial instrument. One basis point (BPS) is equal to one-hundredth of one percent (1/100th or 0.01%). One hundred basis points is equal to one percent (1%). Accounts with an account balance less than $500,000 will be assessed a Predisposition Charge of 35 basis points.
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