Hiring Company: PTM Wealth Management, LLC
Location: North Wales,
Pennsylvania
Job Type: Full Time
Salary: Not Specified
Experience Desired: 0 - 2 Years
Last Update: Sep 23, 2023 08:55:42 AM
Full Job 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.
Company Type: Not Specified
Contact Name : ptmwealth
Contact Phone: 267-317-1515
Contact Email :
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