2pifinancial Corp. provides ongoing asset management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies. Clients can restrict investments in certain securities. 2pi does not sponsor wrap fee programs.
Assets Under Management$1.5M
Clients9
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.25% |
| $100K - $250K | 0.15% |
| $250K+ | 0.10% |
The annual fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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