PNW Wealth Management is a trusted, independent wealth management firm with a particular focus on retirement planning. The firm's Managing Partner, Brian Jacobus offers a broad perspective and deep knowledge of the investment management industry.
Free from the big banks and brokerage firms, PNW Wealth Management operates independently with a transparent approach to wealth management. Our clients maintain their relationship with PNW Wealth Management and refer others to our firm because of our client centered approach, advisory fee pricing model, independent investment strategies, and exceptional client service.
PNW Wealth Management has a goal of operating a fully transparent business, this includes all fees and pricing of investments. Most client accounts operate on a advisory fee basis for asset management and maintaining the retirement plan.
Based on the structure and scalability of PNW Wealth Management, our advisory fee pricing model is designed to be lower than many of the large banks and brokerage firms. It is our goal to keep pricing fair and competitive for clients, while providing a valuable service in the retirement planning process.
Advisory Fee Schedule
$25,000 - $99,999 1.5%
$100,000 - $499,999 1.25%
$500,000 - $999,999 1.00%
$1,000,000 - $1,999,999 .75%
$2,000,000 + Negotiated
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.