Pierce Financial LLC provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Pierce Financial also offers consulting services to pension and employee benefit plans, including 401(k) plans. Pierce Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Assets Under Management$2M
Clients6
Advisors1
Avg. per Client$330K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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