Postro Wealth Management Group is a full service investment banking and wealth management advisory firm. We believe in full disclosure concerning our “fee only” structure to all current and future clients as part of our core value of client integrity and transparency.
Our goal is to provide an outstanding wealth management experience for each of our clients, with fees that are both tax effective and cost efficient.
An initial meeting and consultation (typically 30-90 minutes) is arranged and provided at no charge.
Financial Planning Report
This is a detailed analysis of your current position, financial goals and objectives, and our specific recommendations for achieving these goals. We do this on a fixed quote basis that is pre-approved by the client. The amount of the fee is dependent on the scope and complexity of the situation, generally between $1,000-4,500 USD and is prepared in cooperation with our private banking partners.
Special Investments
We present clients with unique investing, corporate financing, venture capital, primary offerings and alternative investment opportunities. In each case, we quote a fee for each project that our clients pre-approve.
Advisory Fees
We offer a completely fee based structure using the following schedule for our advisory services:*
- 1.5% on the first $500,000
- 1.25% on the first $1 million
- 1.00% on the next $1 million
- 0.75% on the next $2 million
- 0.50% on amounts over $4 million
* Minimum account size is normally $500,000 USD or equivalent in EUR, YEN, CAD, GBP. Accounts less than $500,000 USD may be accepted at managements discretion and will be charged an annual fee of 2.0%. Institutional Partner fees are not included as part of our advisory fee structure