Portfolio Management Fees 2020-01-17T19:16:51+00:00

Private Client Wealth Advisors has a Transparent

Approach to Fees:

An Investment Advisory Fee of

85-150 Basis Points (0.85% to 1.50%) Annually

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

Operating Expense Ratio
of the Funds

Operating expense ratios of the mutual funds and ETFs used. The gross expense ratio is the compilation of expense ratios of the underlying investments we use in the construction of our portfolios. We attempt to keep these as low as possible using Dimensional Funds, Vanguard and ETFs. There are no loads (commissions) or 12b – 1 fees 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 for investment advisory.

Custodial Cost
for Transactions

Private Client Wealth Advisors has negotiated a low rate of $9.99 transaction fee at TD Ameritrade Institutional and $25.00 at Charles Schwab Institutional on transaction fee mutual funds. Most mutual funds do not require a transaction fee. There are no trading costs for equity (stock) or ETF trades.

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