Presidio Financial offers investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes a comprehensive plan, retirement transition planning, and hourly consulting. Presidio Financial also acts as a co-advisor with Matson Money, Inc. The firm also provides ERISA plan services to qualified retirement plans.
Assets Under Management$54M
Clients116
Advisors2
Avg. per Client$470K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1.0M - $4.0M | 0.55% |
| $4M+ | 0.35% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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