Pioneer Financial Advisors specializes in financial planning and investment management for retirees, business owners, corporate executives, and professionals. Financial planning covers estate, retirement, investment, and business succession planning. Clients can implement their plans through Pioneer Financial Advisors, accessing insurance and investment products. The firm also manages investment portfolios, tailoring strategies to individual client needs and risk tolerance.
Fee Structure
Pioneer Financial Advisors manages investment portfolios for clients, helping them determine investment objectives and asset allocation. They purchase mutual funds, general securities, and individual bonds based on your goals. You'll work with a representative to create an investment plan. Fees are based on the amount of assets managed and are paid quarterly:
- Up to $300,000: 1.2% to 1.5% per year
- $300,000 to $1 million: 0.9% to 1.5% per year
- $1 million to $2 million: 0.75% per year
- $3 million to $5 million: 0.5% per year
- Over $5 million: Negotiable