Pelorus Financial offers ongoing portfolio management and personalized financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Pelorus Financial helps clients with investment strategy, asset allocation, asset selection, risk assessment, and regular portfolio monitoring. The firm's financial planning covers retirement planning, life insurance needs, tax considerations, college savings, and debt management. Pelorus Financial primarily recommends exchange-traded funds, mutual funds, fixed income securities, and annuities. The firm works with individuals, high-net-worth individuals, charitable organizations, and business entities.
Assets Under Management$47M
Clients98
Advisors2
Avg. per Client$480K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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