RJ Pace Financial offers personalized investment advice, specializing in discretionary money management using a conservative growth and income approach. RJ Pace Financial works with individual investors to identify their financial needs, goals, and risk tolerance, allocating their investment capital accordingly. Hourly or fixed-fee advisory services are also available for clients who prefer a do-it-yourself approach with coaching and guidance.
Assets Under Management$7.2M
Clients17
Advisors1
Avg. per Client$420K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.20% |
Advisory fee may be negotiated depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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