Private Wealth Advisors

Private Wealth Advisors is a registered investment adviser based in Fresno, CA, established in 2007. The firm offers personalized portfolio management and financial consulting services. For portfolio management, they provide discretionary services tailored to clients' needs and objectives, with continuous monitoring and rebalancing. Clients can impose reasonable restrictions on investments. Financial consulting services cover various areas such as investment planning, retirement planning, and estate planning. The firm primarily advises on ETFs and mutual funds, with fees based on a percentage of assets under management. The minimum account size to open an advisory account is $1,000,000, but this may be waived based on the client's potential for asset growth. Private Wealth Advisors acts as a fiduciary and does not accept performance-based fees. They use fundamental analysis and long-term purchase strategies, and may use options for hedging and strategic purposes. The firm does not vote client securities but provides advice on corporate actions. They do not have custody of client funds and maintain strict privacy policies to protect client information. Trade errors are promptly addressed, and the firm does not participate in class action lawsuits on behalf of clients.