Pisces Financial Advisors, LLC is a registered investment advisor founded in 2021 and located in Chapel Hill, North Carolina. The firm offers comprehensive wealth management services that combine ongoing financial planning and investment management. Pisces Financial Advisors customizes its services to each client's specific goals, risk tolerance, and financial situation. The firm's financial planning covers personal records, tax planning, cash flow analysis, retirement strategies, estate and insurance needs, and charitable giving. For investments, Pisces Financial Advisors builds diversified portfolios primarily using mutual funds and exchange-traded funds, utilizing strategic asset allocation and periodic rebalancing without trying to time the market. The firm operates as a fee-only practice, meaning compensation comes solely from direct client fees without commissions or product sales.
Fee Structure
Pisces Financial Advisors charges an annual fixed fee for its wealth management services, which include investment management. The fee ranges from $5,000 to $30,000 per year, depending on factors such as portfolio size, account types, and financial complexity. There is a minimum annual fee of $5,000, which is typically billed quarterly at $1,250. Because of this minimum fee, accounts with less than $250,000 under management would effectively pay more than 2% per year.
