Presidio Financial Advisors (PFA) offers investment management and consulting services tailored to clients' individual needs. PFA provides advice on various asset classes, including stocks, bonds, ETFs, and mutual funds. PFA manages investments with the client's goals, risk tolerance, and any restrictions in mind. PFA also offers consulting services to pension plans.
Assets Under Management$4.7M
Clients13
Advisors1
Avg. per Client$360K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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