Presidio Financial Advisors manages investment portfolios and provides consulting services for individuals, high-net-worth clients, and retirement plans. Founded in Santa Barbara, California, the firm builds customized portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, and options based on each client's goals and risk tolerance. Presidio Financial Advisors acts as a registered investment advisor legally required to act in your best interest. The firm uses fundamental research to guide its investment strategies, focusing on long-term growth and total return. In addition to portfolio management, Presidio Financial Advisors offers hourly investment consulting and pension consulting services for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees are billed quarterly in arrears. The firm has the discretion to waive all or a portion of its fees.