Pioneer Family Office (PFO) offers investment management services, including asset allocation analysis, portfolio monitoring, and securities selection. PFO works with clients to determine their investment objectives, risk tolerance, and liquidity needs. PFO manages accounts on a discretionary basis, selecting securities based on the client's financial situation. PFO also offers recommendation services on a non-discretionary basis. PFO generally requires a minimum account value of $3,000,000, but this can be lowered to $250,000 for certain accounts.
Fee Structure
Pioneer Family Office charges an advisory fee based on the value of your investments. The fees generally range from 0.50% to 1.25% per year, depending on the amount you invest, the potential for combining multiple accounts, the complexity of the accounts, and the time PFO anticipates spending on the relationship. Lower fees may be negotiated based on individual circumstances.