Pira Wealth Management is an independent registered investment advisor based in Coralville, Iowa, founded in November 2020. The firm provides individually tailored investment portfolios and custom financial planning services. For investment management, Pira Wealth Management builds diversified portfolios using fundamental and technical analysis, taking into account each client's unique goals, risk tolerance, and time horizon. The firm also offers comprehensive financial planning covering budgeting, cash flow, debt management, retirement planning, college savings, tax strategies, and estate planning. Pira Wealth Management primarily serves individuals and high-net-worth individuals, utilizing Charles Schwab as a custodian and broker to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. For clients with under $500,000 in manageable assets, the firm may waive the percentage investment management fee and charge a flat fee for financial planning services on a case-by-case basis.