Pearl Wealth LLC is an independent registered investment advisor founded in 2019, headquartered in Portland, Oregon, and owned and operated by Kori L. Allen. Pearl Wealth provides integrated wealth management and financial planning services for individuals and households. The firm specializes in values-aligned investing, carefully incorporating environmental, social, and governance factors into its investment strategy while aiming for competitive long-term returns with lower risk. Pearl Wealth manages portfolios using individual stocks, bonds, and exchange-traded funds, and mutual funds on a limited basis. The firm operates strictly as a fee-only practice, meaning no commissions, finders fees, or product sales compensation are ever accepted, ensuring that advice remains objective and aligned with client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts over $10 million are negotiable. Minimum annual wealth management fee is $3,500.