Pasadena Private Wealth offers investment advice to individuals and other clients. As a fiduciary, Pasadena Private Wealth is legally required to act in your best interest. Services include asset management, financial planning, and retirement plan consulting. Pasadena Private Wealth creates tailored portfolios and provides financial plans covering investment, retirement, estate, tax, education, and real estate planning.
Assets Under Management$1.6B
Clients524
Advisors20
Avg. per Client$3.1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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