Pier 42 Advisors offers investment management and financial planning services. They create investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. They also offer consulting services to business owners and employer plan sponsors on retirement plans and tax preparation services.
Assets Under Management$29M
Clients40
Advisors1
Avg. per Client$730K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the balance of the Client’s account(s) on the average daily balance. The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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