PWL Capital’s managed portfolio service helps clients reach their goals by combining investment management and ongoing financial planning. Our team builds portfolios primarily using ETFs, and we are compensated directly from client fees rather than commissions on investment products. If you’re interested in working with a full-service advisor who uses the same strategies you’ve read about on this blog, contact us to set up a consultation.
Our clients pay up to 1% of assets under management, with that cost trending down as accounts gets larger. This fee includes an Investment Policy Statement (IPS), portfolio construction and monitoring, semiannual portfolio reviews including personal rates of return, tracking of adjusted cost base and capital gain/loss reporting. Assets are held in accounts in the client’s name by our carrying broker, National Bank Independent Network (NBIN). Minimum family account size is $1,000,000.