PTM Wealth Management, LLC
Announcement ID: #266414
Published on 03-08-2024
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Contact
PTM Wealth Management, LLC
1501 Lower State Rd Building D
19454
North Wales
Pennsylvania
Usa
1501 Lower State Rd Building D
19454
North Wales
Pennsylvania
Usa
Description
We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we directly manage, and comes with no financial planning services. This service is offered as an alternative to Robo Advisors (e.g. Betterment, Wealthfront, Vanguard, Sofi, and other asset managers) for investors.Phone:
267-317-1515
Web page:
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