Pinion Wealth Management offers investment advisory services, including consultations, investment policy preparation, asset management, and referrals to third-party money managers. They work with clients to understand their financial circumstances and create investment portfolios tailored to their goals. Pinion Wealth Management also offers financial planning services. They may recommend sub-advisors or separate account managers for specialized asset management.
Fee Structure
Pinion Wealth Management offers asset management services where they make investment recommendations and changes to your managed account. They implement an individualized investment program for your account, crafting a specific investment strategy and policy based on your goals. They may use model portfolios or allocation strategies provided by sub-advisors or introduce you to investment managers.
Fees are based on a percentage of assets under management and are paid quarterly in advance. The percentage generally decreases as the amount of assets increases. Fees may be negotiable in limited circumstances. If the agreement is terminated, unearned fees will be refunded.