Pioneer Wealth Management Group is an investment advisor located in Austin, Texas, offering ongoing investment management and personalized financial planning. Pioneer Wealth Management Group builds globally diversified portfolios primarily using exchange-traded funds and mutual funds tailored to each client's risk tolerance, goals, and tax situation. The firm's financial planning services cover cash flow, taxes, retirement, education, insurance, and estate planning. Pioneer Wealth Management Group works with individuals, high-net-worth clients, trusts, estates, and small businesses.
Assets Under Management$400M
Clients499
Advisors11
Avg. per Client$800K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at Pioneer Wealth Management Group's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
