Pioneer Advisory provides investment advice and financial planning to individuals and other entities. Pioneer offers portfolio management where they provide investment advice but need your approval before making any trades. Pioneer also offers financial planning services covering areas like tax, insurance, estate, retirement, education, and budgeting. Pioneer can also help you select a third-party investment advisor.
Assets Under Management$35M
Clients22
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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