Pacesetter Planning manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning involves evaluating a client’s current and future financial state. Pacesetter Planning also offers group coaching and online courses.
Assets Under Management$9.5M
Clients34
Advisors1
Avg. per Client$280K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Financial planning fee may be waived for clients with over $750,000 in assets managed by Pacesetter Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...