Pebble Valley Wealth Management offers investment advice and financial planning. They create investment plans based on your goals, risk tolerance, and time horizon. Their services include portfolio management, financial planning, and pension consulting. They primarily use mutual funds and exchange-traded funds, but may also use other securities. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.45% |
This fee schedule is for "Investment Management Only" services. The firm also offers "Comprehensive Financial Planning with Investment Management" with a different fee schedule (1.00% of the first $1,000,000, then 0.75% of the next $2,000,000, then 0.50% of the remaining balances). Fees may be negotiable.