Pecaut Wealth Management offers financial planning to help clients identify their financial situation and goals, and portfolio management to grow and preserve capital. Pecaut manages investments for clients and provides continuous supervision of client portfolios, generally using stocks, bonds, ETFs, and mutual funds. Pecaut also offers investment consulting and stand-alone financial planning services.
Assets Under Management$380M
Clients231
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Pecaut Wealth Management charges a quarterly portfolio management fee of up to 0.375% of your portfolio. This works out to a maximum of 1.5% per year. The fee is negotiable depending on your circumstances. Immediate family of Pecaut Wealth Management employees generally receive reduced rates.
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