Private Wealth Advisors

Wealth Management Firm in Fresno, CA

Firm Info
Address: 7447 N First St STE 202, Fresno, CA 93720, USA
Phone: (559) 451-3463

Firm Size
Assets Under Management: $353.5 million
# of Advisors: 3
# of Clients: 415
Client to Advisor Ratio: 138:1
Average Account Size: $851,759
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Private Wealth Advisors Overview

Private Wealth Advisors is a registered investment advisory firm that has been in operation since 2008. The firm is headquartered in Fresno, California, and specializes in providing investment advice only. They offer fee-only arrangements, which means they do not receive any commission or compensation based on the products they recommend to clients. Private Wealth Advisors provides a range of services to individuals, small businesses, and institutional clients. Their services include financial planning, where they work with clients to understand their individual needs and help them create a plan to achieve their financial goals. They also offer portfolio management services for individuals and small businesses, helping clients build and manage their investment portfolios. In addition to serving individual and small business clients, Private Wealth Advisors also offers portfolio management services for businesses or institutional clients. This means they work with organizations to manage their investments and help them achieve their financial objectives. Their investment approach is tailored to each client's specific needs and objectives, and they offer a range of investment strategies to help clients grow their wealth over time. Overall, Private Wealth Advisors is a trusted investment advisor that offers personalized solutions to help clients achieve their financial goals.

PRIVATE WEALTH ADVISORS serves a diverse range of clients with differing financial goals and needs. Their clientele includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and even certain types of corporations not listed. Their commitment extends to assisting these clients in reaching their financial objectives by providing comprehensive financial advice and guidance tailored to their specific circumstances. PRIVATE WEALTH ADVISORS offers fee structures that vary depending on the service provided. Clients may elect to pay a percentage of assets under management (AUM) for ongoing financial advice and management. Alternatively, clients may opt for hourly consulting services, where fees are calculated based on the amount of time spent working with the client. Fixed fees are also available for certain services such as financial planning, tax preparation, estate planning, or investment management. The firm understands the importance of providing transparency and ensuring clients' financial goals are achieved efficiently while keeping the costs as equitable as possible. Clients can rest assured that fees charged are fair and reasonable and that the firm operates under high ethical standards.

Typical Clients, Fee Structures & Investment Minimum

PRIVATE WEALTH ADVISORS requires a minimum investment of $250,000 to open and maintain an advisory account, according to the note about investment minimums in their Part 2 Brochure.

How This Office Can Help Fresno, CA Residents

Private Wealth Advisors is dedicated to helping its clients manage their wealth, create a financial plan that aligns with their goals, and make sound investment decisions. Clients in Fresno, CA may face unique financial challenges such as the cost of living and the potential impact of natural disasters on their property. Private Wealth Advisors understands these concerns and works closely with clients to develop a customized plan that addresses their individual needs. With decades of experience in the industry, Private Wealth Advisors offers expertise in retirement planning, tax planning, estate planning, and risk management. They guide clients through the complex financial landscape, offering personalized advice to help them make informed decisions. Whether a client is working towards a comfortable retirement or planning for their children's education, Private Wealth Advisors is committed to providing tailored solutions to help them achieve their financial goals. Moreover, they ensure that their clients' investments are appropriately diversified, reducing their exposure to risk and maximizing their returns. Private Wealth Advisors fosters a long-lasting relationship with its clients, providing ongoing support to help them navigate through the twists and turns of life.

To view the Minimum Investment and Fee Schedule for Private Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Private Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Private Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 7447 N First St STE 202, Fresno, CA 93720, USA
Phone (559) 451-3463
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Private Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Idaho
  • Texas

Disciplinary History

Private Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs