PSM Private Wealth Management LLC

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Our Services

Comprehensive Planning/Investing

Prices for Assets under Management

Service of $100,000+ 1    of $1,000,000+ 1

Investment Management
- Includes: Risk Management
                   Fiduciary Services
                   Family Education

1.12bp 1.12bp
Retirement Planning Asset Fee + 25bp2 Asset Fee + 3bp
Financial Goal Planning Asset Fee + 25bp Asset Fee + 3bp
Social Security Planning Asset Fee + 15bp Asset Fee + 3bp
Insurance Evaluation and Planning Asset Fee + 15bp Asset Fee + 2bp
Divorce Planning Asset Fee + 15bp Asset Fee + 2bp
Portfolio Evaluation3 Asset Fee + 15bp Asset Fee + 2bp
401(k), 403(b), Deferred Comp
Evaluation and Planning
Asset Fee + 15bp Asset Fee + 2bp
Estate, Tax & Trust planning;
(referral and coordination)
Asset Fee + 15bp Asset Fee + 2bp
Everplans Implementation No charge No charge
Notary Service No charge No charge

 

A La Carte Fee/Service

Service            Price
Retirement Planning $3,000.00
Financial Goal Planning $3,000.00
Social Security Planning $1,500.00
Insurance Evaluation and Planning $400/hr.
Divorce Planning $400/hr.
Portfolio Evaluation3 $400/hr.
401(k), 403(b), Deferred Comp
 Evaluation and Planning
$400/hr.
Consolidated Performance Reporting Quoted on Request
Notary Services $10/signature/document

PSM will also work under a retainer to be determined by individual need.

First hour of consultation free of charge.

1 For initial report plus annual review
2 bp= basis point. 1 bp = 1/100 %, for example, 25bp= ¼%
3 Review of assets held at outside firms, overall financial structure, and cost evaluation
4 For one-time report; additional advice at $350/hr.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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