Pioneer Financial, Inc. offers investment advice tailored to individual client needs. They provide discretionary portfolio management, where they make investment decisions without needing your approval for each trade. They may also recommend third-party money managers to handle your portfolio. Pioneer Financial primarily advises on stocks, bonds, and other securities, and can accommodate written restrictions on specific investments.
Assets Under Management$7.7M
Clients94
Advisors1
Avg. per Client$81K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients participating in third party money management programs are charged an annual fee of 0.80% of the client's assets. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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