Cerro Pacific Wealth Advisors offers investment advice and financial planning to individuals and other clients. Services include portfolio management, financial planning, and retirement plan consulting. For portfolio management, Cerro Pacific may use third-party investment managers. The firm aims to understand client goals and risk tolerance to provide suitable advice.
Assets Under Management$560M
Clients370
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally not negotiable; however, Cerro Pacific Wealth Advisors may make exceptions under certain circumstances at its sole discretion. The maximum annual fee charged to clients by Third-Party Managers (if applicable) will not exceed 1.00%. However, the maximum combined advisory fee charged to clients will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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