PBMARES WEALTH MANAGEMENT LLC
Williamsburg, Virginia
3.7
3 Reviews
PBMARES WEALTH MANAGEMENT LLC, based out of Williamsburg, VA, is a prominent local investment advisory firm with a widespread presence, boasting 13 offices across the region. With a team of 19 dedicated professionals, 13 of whom specialize in providing expert investment advisory services, PBMARES strives to deliver exceptional financial solutions to its diverse clientele. Known for their expertise in managing wealth, PBMARES has an average of approximately $74,720,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentag...
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Assets Under Mgmt

$971.42M

Investment Professionals

13

Locations

12

% 401K & Individual

19%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: CONSULTING
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