Pisces Financial Advisors provides financial planning and investment management services to individuals and families. Financial planning can cover areas like taxes, cash flow, retirement, and investments. For investment management, Pisces works with clients to create a portfolio strategy and has the authority to make trades without asking first. Pisces primarily uses mutual funds and exchange traded funds.
Fee Structure
Pisces Financial Advisors offers investment management as part of its wealth management engagement. The firm charges an annual fixed fee for this service, ranging from $5,000 to $30,000. The fee is customized based on the amount of assets managed, where the assets are held, the services the client receives, the complexity of the client's financial situation, and the client's ongoing planning needs. There is a $5,000 minimum annual fee. Clients with portfolios less than $250,000 may effectively pay more than 2% of their assets in fees.
