Preserve Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,322,197
Total clients
24
63% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$2,971,758
About
Preserve Wealth Management provides discretionary portfolio management, ongoing and one-time financial planning, and pension consulting for individual and high-net-worth clients as well as retirement plans. The firm documents client objectives and risk tolerances in an Investment Policy Statement and customizes portfolios and planning around those directives.
The firm’s investment process is explicitly risk-focused, using the third‑party Riskalyze tool to generate a Risk Number® for individuals and a Family Risk Number for couples and to align portfolio risk with client comfort and goals. Financial planning is delivered through an Agile Planning process and a dynamic client portal that offers daily balance updates, probability-of-success modeling, and scheduled check-ins.
Preserve’s brochure emphasizes use of named third‑party tools and relationships in ways that are uncommon among peers: it cites Riskalyze by name and discloses that First Trust Portfolios pays for the firm’s Riskalyze subscription. The firm also combines a relatively small client base with substantial assets under management and a Tier II wealth‑management service that includes monthly engagement and coordination with clients’ other advisors.
Client services
Fee options
One-time Financial Planning fees up to $15,000 depending on complexity; $500 deposit required
$0+: 0.75% (Portfolio Management - Investment Advisory Services only, with $5,000 minimum fee) $0 - $2,000,000: 0.85% (Pension Consulting Services, $5,000 minimum fee) $2,000,001 - $5,000,000: 0.60% (Pension Consulting Services) $5,000,001 - $10,000,000: 0.40% (Pension Consulting Services) $10,000,001 - $15,000,000: 0.25% (Pension Consulting Services) $15,000,001 - $20,000,000: 0.15% (Pension Consulting Services) $20,000,001+: 0.10% (Pension Consulting Services)
Account minimum: $3,000,000 Minimum fee: $5,000 minimum fee for Portfolio Management and Pension Consulting services Fee-only: One-time Financial Planning fees up to $15,000 depending on complexity; Ongoing Financial Planning fees $10,000 or $25,000 per year depending on level of service
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Preserve Wealth Management
Weaverville NC, United States
Number of offices
1
Forms ADV
Quick links
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