Pioneer Square Advisors (PSA) offers investment advisory services to individuals, trusts, partnerships, and family foundations. PSA does not manage client investment assets directly but works with third-party advisors to create tailored investment strategies. PSA provides consolidated investment reporting and monitoring services. PSA also makes referrals to third-party advisors and may provide additional services outlined in an engagement letter.
Assets Under Management$31M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Pioneer Square Advisors does not directly manage investments. Instead, they refer clients to third-party investment advisors. These advisors may charge up to 1% annually, and fees are negotiable.
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