Portfolio Management Fees 2019-01-21T23:21:38+00:00

Private Client Wealth Advisors has a Transparent

Approach to Fees:

An Investment Advisory Fee of

85-125 Basis Points (0.85% to 1.25%) Annually

The Only 3 Fees You will Ever be Charged, Ever!

Operating Expense Ratio
of the Funds

Operating expense ratio of the funds. The gross expense ratio is the compilation of expense ratios of the funds we use in the construction of our portfolios and ranges from .26% to .34%. There are no loads (commissions) or 12b – 1 fee associated with Dimensional Funds, DFA (www.dfaus.com)

Our Asset
Management Fee

Private Client Wealth Advisors is a fee only Registered Investment Advisor. This allows us to be free from conflicts. Our investment Advisory fee ranges from 0.85% to 1.25% and is the only way we compensated.

Custodial Cost
for Transactions

Private Client Wealth Advisorshas negotiated an ultra-low rate of $9.99 transaction fee at TD Ameritrade Institutional and $25.00 at Charles Schwab Institutional.

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