Broker Check

Empowering High Net Worth Individuals: Transparent Solutions

April 09, 2024

With greater wealth comes unique challenges. For high-net-worth individuals and families, preserving and enhancing wealth is just as important as accumulating wealth. In this section, we discuss our services and how we cater to the unique needs of these clients.

Navigating Complexity:

Managing significant wealth involves navigating a myriad of financial, legal, and personal considerations. From estate planning to asset protection, securities-based lending to tax optimization, high-net-worth individuals require a comprehensive approach that addresses their specific needs and goals.

Solutions and Services:

We recognize that each high-net-worth individual's situation is unique. That's why we offer personalized solutions tailored to one's specific circumstances and aspirations.







Transparent Fee Structure:

Transparency is at the core of everything we do, including our fee structure. We understand the importance of clarity and honesty when it comes to financial matters. That's why we offer a transparent fee structure that ensures you know exactly what you're paying for. Our fee chart can be seen below. To see this breakdown in more detail, visit our fee page.


*PPS Custom Program (Platform) Account client will pay an annual management fee, as outlined in the blended fee schedule above.

*In addition to the annual management fee, PPS Custom Program clients may pay platform fees, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.


Conclusion:

Managing substantial wealth requires a strategic and proactive approach. We understand the intricacies and offer well-rounded services designed to address financial needs and broader aspirations and concerns. Our transparent fee structure ensures that you know exactly what you're paying for. From estate planning to tax optimization, we're committed to providing personalized solutions that empower you to achieve your goals and legacy.


Ready to Schedule a Meeting?

Click here or the photo below to schedule an in-person, virtual, or phone call meeting.

We look forward to working with you!