Pierre & Company offers investment portfolio management services, primarily through index funds and individual securities, to individuals and institutions through separately managed accounts. Pierre also offers Treasury Management advisory services, recommending and managing portfolios of short-term fixed-income securities. Pierre does not provide comprehensive investment advice or wealth management services.
Assets Under Management$11M
Clients5
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.125% per annum for Treasury Management services. Pierre may charge a flat fee, of a minimum of $2500/year, depending on the scope of portfolio management services provided. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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