Pacesetter Financial Group manages investment portfolios for individuals and company-sponsored 401(k) plans. For individuals, Pacesetter provides personalized investment advice, selects securities, monitors portfolios, and offers limited financial planning. For 401(k) plans, Pacesetter assists with plan setup, designs portfolios for participants, and provides investment advice to participants. Pacesetter specializes in managing mutual fund portfolios and tailors its services to each client's needs.
Assets Under Management$170M
Clients371
Advisors3
Avg. per Client$460K
Avg. per Advisor$57M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is for a Diversified Portfolio. Fixed Income Portfolios are charged 0.40% on all amounts. Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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