Pecaut Wealth Management is a registered investment advisor based in Sioux City, Iowa, offering portfolio management and financial planning services. The firm designs and manages custom investment portfolios primarily composed of stocks, bonds, exchange-traded funds, and mutual funds tailored to each client's financial goals, risk tolerance, and tax considerations. Pecaut Wealth Management utilizes a proprietary system of leading indicators to adjust portfolio exposure and employs a long-term, value-oriented investment philosophy when selecting individual stocks. In addition to continuous portfolio management, Pecaut Wealth Management offers standalone financial planning and investment consulting services. The firm generally requires a minimum account size of $500,000, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are charged quarterly at a rate of up to 0.375% (equivalent to 1.50% annually) and are negotiable.