PBMares Wealth Management

Wealth Management Firm in New Kent County, VA

Firm Info
Address: 4801 Courthouse St Suite 128, Williamsburg, VA 23188, USA
Phone: (757) 229-7180

Firm Size
Assets Under Management: $1 billion
# of Advisors: 13
# of Clients: 2,108
Client to Advisor Ratio: 162:1
Average Account Size: $477,038
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

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)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Pbmares Wealth Management LLC Overview

PBMARES Wealth Management LLC is an investment advisory firm that operates out of Williamsburg, VA. The firm was established in 2003 and has since grown into a trusted provider of investment advice in the region. PBMARES Wealth Management LLC operates on a fee-based fee arrangement model, with a focus on offering investment advice to their clients. As an investment advice-only firm, PBMARES Wealth Management LLC provides a range of services to their clients. These services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. In addition, the firm also offers portfolio management services for businesses and institutional clients, as well as the selection of other advisors as needed. In addition to their core investment advisory services, PBMARES Wealth Management LLC also offers consulting services to their clients. This may include advice on investment strategy, risk management, and other financial planning matters. Overall, the firm is dedicated to providing personalized investment advice and financial planning solutions to help their clients achieve their long-term financial goals.

PBMARES Wealth Management LLC is a financial advisory firm that serves a diverse range of clients. They offer comprehensive wealth management solutions to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, as well as other corporation types not listed. Regardless of their client’s profile, PBMARES is committed to tailoring their services to facilitate the attainment of their clients’ financial goals. At PBMARES Wealth Management LLC, clients have the flexibility to choose from the fee structures that best meet their needs. Depending on the type of service provided, clients can opt for a percentage of assets under management (AUM) or fixed fees. The percentage of AUM fee structure leverages a client’s assets under management as a reflection of PBMARES’s services’ value addition to the client’s portfolio. On the other hand, fixed fees provide clients with transparency on the cost of our services. This allows our clients to budget their financial resources effectively, and they can have peace of mind knowing the costs are clear and predictable. Overall, the firm’s fee structures align with their commitment to uphold their clients’ financial objectives and interests in a transparent and client-centric manner.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for PBMares Wealth Management LLC is not explicitly stated in their Part 2 Brochure. However, the brochure does mention that a minimum annual fee of $5,000 is required for Investment Management Services and a minimum account size of $500,000 is generally required for fixed income portfolio management services. It is possible to negotiate these minimums under certain circumstances. Therefore, it is unclear what the exact investment minimum is for PBMares Wealth Management LLC.

How This Office Can Help New Kent County, VA Residents

PBMares Wealth Management assists clients in New Kent County, VA through a variety of financial planning and investment management services. They understand that residents in New Kent County may face unique financial situations, such as planning for retirement, managing a family business, and navigating estate planning. PBMares Wealth Management works closely with clients to develop customized financial plans that address their specific needs and goals. They use a comprehensive approach that takes into account all aspects of their clients' financial lives, including investment management, tax planning, estate planning, and risk management. Whether clients are looking to build and preserve wealth, generate income in retirement, or prepare for the transfer of business interests, PBMares Wealth Management can provide the guidance and expertise needed to achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Pbmares Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Pbmares Wealth Management LLC

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 Pbmares Wealth Management LLC 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 4801 Courthouse St Suite 128, Williamsburg, VA 23188, USA
Phone (757) 229-7180
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Pbmares Wealth Management LLC is registered to service clients in the following states:

  • California
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Maryland
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Texas
  • Virginia
  • West Virginia

Disciplinary History

Pbmares Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.