Presidio Wealth Management offers wealth management services tailored to individual client needs, considering their financial goals, income needs, time horizon, and risk tolerance. Presidio actively monitors and manages client accounts, buying and selling securities on a discretionary basis. Presidio may recommend third-party asset managers for specific objectives like tax-loss harvesting. Presidio also provides investment advisory services to retirement plans and their participants.
Assets Under Management$180M
Clients442
Advisors3
Avg. per Client$400K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Legacy accounts may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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