PDE Wealth Advisors offers investment management and financial planning services. For investment management, PDE determines investment goals, risk tolerance, and objectives to create a suitable investment strategy. Financial planning covers budgeting, retirement income, estate preservation, debt consolidation, and insurance needs. PDE may use sub-advisors or third-party managers. Daniel G. Flores, the owner, is also an insurance agent.
Assets Under Management$36M
Clients133
Advisors1
Avg. per Client$270K
Avg. per Advisor$36M
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 | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees above $5,000,000 are determined by circumstance and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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