Pace Wealth Advisors provides financial planning and portfolio management services. Financial planning covers retirement income, risk management, tax reduction, and investment strategies. Portfolio management is tailored to individual goals, objectives, and risk tolerance. Pace Wealth Advisors also offers model portfolio selection services. Clients can purchase investment products through other brokers or agents.
Assets Under Management$23M
Clients38
Advisors1
Avg. per Client$600K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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