Pierce Wealth Partners provides personalized investment management and financial planning services for individuals, families, trusts, estates, charitable organizations, and businesses. Pierce Wealth Partners works closely with clients to understand their financial goals, risk tolerance, and time horizon to construct customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Portfolios can be managed on either a discretionary or non-discretionary basis. Financial planning services cover areas such as retirement analysis, tax considerations, insurance needs, estate planning, and business succession. Pierce Wealth Partners is a women-owned firm located in Fort Worth, Texas, and is affiliated with Bley Investment Group, a full-service broker-dealer.
Fee Structure
Pierce Wealth Partners charges annualized management fees based on a percentage of the value of the assets in your portfolio, billed quarterly in arrears. Specific fee amounts and wrap fee program structures are detailed in the separate Wrap Fee Brochure. Financial planning is included at no additional cost for clients who have $2,000,000 or more in investible assets managed by Pierce Wealth Partners.