Pitzl Financial, LLC manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. They work with clients to determine investment objectives and risk profiles, creating a written investment policy. Pitzl Financial typically uses no-load mutual funds and may use model portfolios. They also offer financial planning services, including a Financial Playbook, addressing areas like education, risk, tax, retirement, and investments. Financial planning is often provided with investment management, but can be offered separately on an hourly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
