Pelion Investment Advisors manages investment portfolios and provides advisory services tailored to the individual goals, time horizons, and risk tolerance of each client. The firm builds diversified portfolios primarily using mutual funds and exchange-traded funds, drawing on both fundamental and technical analysis to navigate market cycles. In addition to working with individuals, Pelion Investment Advisors advises retirement plan trustees on investment choices and asset allocation for participants, and offers fixed income and liquidity management services to institutional clients. The firm operates with a focus on cost-effective execution, often utilizing non-affiliated broker-dealers and custodians to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
For accounts over $1,000,000 the fee schedule starts at 0.80% on the first million dollars. Fees may be negotiable.