Pinedo Financial Services provides investment advice on bonds, stocks, mutual funds, annuities, and life insurance. They tailor portfolios based on your objectives, time horizon, and risk tolerance, considering your income, expenses, and future needs. You can place restrictions on your investments. Steven B. Pinedo is the principal officer.
Assets Under Management$17M
Clients60
Advisors1
Avg. per Client$290K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees for investment management range from 0.5% -1.25% per year of the assets under management, billed in quarterly installments. Fees are negotiated based on the services provided to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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