Paces Ferry Wealth Advisors provides wealth management services including financial planning, consulting, and investment management. They manage client assets by allocating them among various investments like individual stocks and bonds, mutual funds, and exchange-traded funds. Paces Ferry also uses alternative investments. They tailor their services to individual client needs and objectives, considering risk tolerance, time horizon, and liquidity constraints. Paces Ferry may also select independent managers to manage a portion of client assets.
Fee Structure
Paces Ferry offers wealth management for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.25% to 1.50%, depending on the size and composition of your portfolio and the services provided. The annual fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous billing period.