Presidio Wealth Management offers personalized wealth management services, including ongoing portfolio management, financial planning, and retirement guidance. Presidio builds diversified portfolios aligned with each client's specific financial situation, goals, risk tolerance, and tax considerations using exchange-traded funds, mutual funds, individual stocks, bonds, private equity, and real estate funds. Presidio operates as a fiduciary, legally bound to act in clients' best interests, and requires clients to keep their assets with Charles Schwab as the qualified custodian. Presidio also provides retirement plan consulting through a separate brochure.
Fee Structure
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 based on total household assets and service complexity. Legacy accounts may have different fee schedules. Accounts are also subject to a flat administration fee of $45 per year.