Pizarro Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Pizarro Advisors offers personalized investment advice to individuals, companies, and other investment advisors. Services include financial planning, business consultation, and wealth management. Financial planning covers wealth strategy, real estate, retirement, college savings, and tax strategies. Business consultation helps companies improve performance and growth. Wealth management offers discretionary and non-discretionary asset management.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Pizarro Advisors | TrueAdvisor