Pragmatic Advisors offers portfolio management services to individuals, high-net-worth individuals, pension and profit sharing plans, and corporations. Pragmatic creates an investment policy statement for each client, outlining their financial situation and risk tolerance. Pragmatic generally limits its investment advice to mutual funds, hedge funds and private equity funds. Pragmatic may direct clients to third-party investment advisors to manage all or a portion of the client's assets.
Assets Under Management$5.7M
Clients58
Advisors1
Avg. per Client$98K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...