Pile Wealth Management offers investment management services where they make investment decisions for clients based on their financial situation and goals. They also provide financial planning advice on topics like retirement, education savings, and estate planning. Pile Wealth Management may recommend other investment advisors for clients in some cases. They operate under a special rule to act in your best interest when giving retirement advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
For both for-profit and not-for-profit institutions with managed account balances in excess of $5,000,000, Pile Wealth Management offers a different fee schedule: For the first $40,000,000: 0.20%, For amounts above $40,000,000: 0.05%. Generally, not-for-profit institutional clients with managed account balances less than $5,000,000 receive a discount of fifteen percent (15%) from Pile Wealth Management’s standard fee schedule.