Pih Investments, LLC offers investment advice to clients through a wrap fee program. Jeffrey W. Pih, a Certified Financial Planner, manages the program accounts. Pih Investments manages client assets by buying and selling mutual funds, ETFs, stocks, bonds, and options. Clients can choose to have Pih Investments make these decisions for them or approve each trade before it's made. Pih Investments helps clients set investment goals and provides personalized advice.
Assets Under Management$88M
Clients35
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $2.0M | 0.99% |
| $2.0M - $5.0M | 0.88% |
| $5M+ | 0.80% |
The annual fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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