Pearl Wealth offers investment management and financial planning services. Pearl Wealth works with clients to understand their goals, risk tolerance, and financial situation to create a tailored investment strategy. The firm primarily uses exchange-traded funds and diversified mutual funds. Financial planning services cover areas like retirement, education, and personal savings. Pearl Wealth may also recommend independent managers for a portion of a client's portfolio.
Assets Under Management$97M
Clients16
Advisors2
Avg. per Client$6.1M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Minimum annual fee of $10,000. The minimum fee is negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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