Piano Wealth Management offers financial planning and investment management services. Financial planning covers various aspects of managing financial resources based on individual needs and goals. Investment management can be discretionary or non-discretionary, tailored to client's objectives. Piano Wealth Management also provides retirement plan consulting services to plan fiduciaries.
Assets Under Management$44M
Clients46
Advisors1
Avg. per Client$960K
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...