PieCapital Wealth Management provides investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. PieCapital also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$35M
Clients18
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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