Pragmatic Portfolios offers unbiased wealth management services to individuals, families, and businesses. They specialize in customized investment plans using cost-effective, passively managed funds. Pragmatic Portfolios emphasizes regular saving, broad diversification, and sticking to the investment plan.
Assets Under Management$79M
Clients44
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Pragmatic Portfolios charges a flat annual fee for ongoing portfolio advice and management:
- For individuals: $1,800 startup fee, then $2,400 per year, paid quarterly.
- For married couples/domestic partners or businesses: $2,400 startup fee, then $3,000 per year, paid quarterly.
Alternatively, you can pay an hourly rate of $200/hour.
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