Pyn Wealth Management provides financial planning including tax, insurance, retirement, and estate planning, and investment advice. Pyn Wealth Management implements asset allocation strategies using stocks, bonds, publicly-traded real estate investment trusts (REITs), commodities, and cash equivalents. The firm primarily uses mutual funds, exchange-traded funds (ETFs), REITs, stocks, preferred stocks, bonds, and certificates of deposit (CDs).
Assets Under Management$3.6M
Clients33
Advisors1
Avg. per Client$110K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Money Market assets are excluded from asset total for billing purposes. Fees are negotiable and certain clients receive a discount on the above management fee schedule. Assets being managed by Pyn Wealth Management in an adviser-class annuity will be charged an annualized flat fee of 2.0%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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