Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)
Pair Capital Wealth Management offers investment supervisory services tailored to individual client needs and model portfolio management based on risk tolerance. They consider various securities and may recommend other advisors for specialized expertise. The firm manages accounts on a discretionary or non-discretionary basis, reviewing and rebalancing portfolios as needed.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Investment advisory fees are negotiable at the sole discretion of Pair Capital Wealth Management.
2844 Ulloa Street, San Francisco, CA, 94116