PIAR LLC offers investment advisory solutions and financial consulting services. PIAR works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. PIAR constructs portfolios using individual equity securities, mutual funds, and exchange-traded funds. PIAR also provides financial consulting services in areas such as investment planning, retirement planning, and insurance needs. PIAR does not manage wrap fee programs.
Assets Under Management$130M
Clients86
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $4.0M | 1.40% |
| $4M+ | 1.00% |
Fees are negotiable at the Advisor's sole discretion for extenuating circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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