Pasqua Wealth Solutions offers customized net worth management services to business owners, high-net-worth individuals, corporations, trusts, and estates. Services include financial planning, retirement planning, employee benefit planning, business continuity and succession planning, income tax planning, estate planning, and insurance planning. Pasqua Wealth Solutions also provides portfolio management services, allocating client assets among exchange-traded funds, individual securities, and mutual funds.
Assets Under Management$130M
Clients53
AdvisorsN/A
Avg. per Client$2.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.