Paceline Wealth Management offers wealth management services, including financial planning and investment management, to individuals and high net worth individuals. Paceline acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. Investment portfolios primarily consist of mutual funds, index funds, exchange traded funds, and occasionally individual securities. Paceline also provides financial planning and consulting services, either as part of its investment advisory services, or as a separate engagement.
Assets Under Management$19M
Clients15
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of Paceline. Certain legacy Clients may be subject to fee schedules that differ from the above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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