Pitcairn Wealth Advisers offers full-service wealth management solutions for individuals, families, trusts, foundations, and business entities. Pitcairn Wealth Advisers assists clients in creating customized long-term wealth management strategies. Services include investment management, family office services such as tax and estate planning guidance, bill pay, cash flow forecasting, insurance and risk management, and charitable gifting strategies. Pitcairn Wealth Advisers also provides family engagement services focusing on family governance, family dynamics, and leadership transition planning. Pitcairn Wealth Advisers tailors allocations to each client's investment objectives and risk tolerance using stocks, bonds, mutual funds, exchange-traded funds, and private investments. Pitcairn Wealth Advisers primarily recommends Fidelity Investments as the custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The base annual investment advisory fee generally does not exceed 1.1% and varies based on factors such as assets invested and engagement complexity. Additional implementation fees of 20 to 80 basis points may apply for certain model portfolios and tax overlay services.