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Financial Advising Services Specifically For High Net Worth Clients.

Our Flat-Fee Structure Means You Aren’t Penalized For Having a High Net Worth.

As a person with considerable wealth, your needs are complex and require thoughtful solutions. Is your current financial advisor:

  • Creating straightforward & easy-to-understand solutions, or do they create confusion through jargon meant to justify high fees?
  • Using a team of experts with the proper credentials?
  • Really offering advice that’s free of conflict of interest?
  • Considering tax, business, estate, and family matters when delivering advice?
  • Structuring their fees upon the value of your portfolio?
  • Continually getting more in fees because of your wealth-building & savings habits?

Whether you’re accumulating wealth rapidly or considering the legacy you can create with your hard-earned wealth, you deserve thoughtful and strategic counsel without excessive advisory fees. PDS provides comprehensive financial planning and portfolio management for a flat-fee that’s based on our work – not your net worth.

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High Net Worth Financial Advisors With Decades of Expertise

Things have become complex. Balancing work, family, and personal interests is monopolizing your time. It’s important that your advisors truly are putting your interests ahead of their own.

Our approach will give you the peace of mind that you have a partner to help you reach your goals, and a transparent fee structure to know your interests are being looked after.

Taking Inventory

Understanding all the moving parts of your financial picture will allow us to consider all aspects when making a recommendation. From taxes and investments to insurance and your future generations, comprehensive advice requires comprehensive thinking.

Framework and Process

No matter what stage of wealth you are in, financial planning is best defined as building a framework and process by which we can make smart decisions going forward. Identifying this approach for your unique circumstances will allow us to deliver counsel that helps you reach your goals.

Adding Compound Wealth

Fee structure is crucial. Does your current advisor charge you more if they manage more investments? Is that really an indicator of work? We don’t think so, and we don’t think it’s in your best interest. That’s why we use a fixed, flat dollar fee rather than a ‘percentage of assets’ method. The compound savings over time will be meaningful to your loved ones. After all, our job is to enhance your wealth and be a reflection of our work, not your worth.

Professional Integration

No one person can be all things to you. Therefore, we work with your existing professional advisors to make sure everyone is delivering integrated advice that compliments your big picture.

Think you could benefit from a pragmatic approach to financial planning? Let’s have a conversation to see how we may be able to help.

Let’s Have a Conversation

Know Exactly What You Pay Your Financial Advisor—And Why.

Why pay more simply
because you have more?

Other advisors base their fees on the value of your assets. We charge a flat fee based on the work we perform on your behalf.

At PDS, our primary focus is to enhance your wealth—not ours.

Read our ADV

Transparent Fee-Only Structure

We charge a clear fee for the time and resources it takes the do the planning work required.

Dollars, Not Percentages

We believe it’s unfair to pay more simply because you’re worth more. That’s what a percentage-based fee does. Our fixed-dollar fees reflect our work, not your net worth.

No Commissions

We don’t receive compensation for the sale of securities, insurance products, or other investments.

No Performance-Based Fees

Performance-based compensation creates an incentive for advisors to recommend riskier investments.

No Hidden Costs

We don’t pay referral fees to third-parties, participate in wrap-fee programs, or charge fees for work we don’t perform.

We Work For You

Some firms make money from referral fees. Not at PDS. The only person who pays us is you.

It’s Your Life. Let’s Plan For It, Together.

Do you want truly objective financial advice that is tailored to your unique circumstances? Do you prefer a transparent flat-fee structure that is based on a scope of work, not your net worth? We would be happy to meet you. Simply send us a message and you’ll hear back in 1 business day.

We’d be happy to meet you. Send us a message and you’ll hear back within 1 business day.

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