Peartree Advisory provides personal financial planning advice to individuals, including risk analysis, asset allocation, investment selection, and retirement distribution planning. Peartree Advisory does not offer investment management services, and clients are responsible for implementing any recommendations. The firm may coordinate with other professionals to address legal or tax issues but does not provide legal, tax, or accounting advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services - Clients will pay either an hourly rate of $325/hour or an annual flat fee. The base rate for an annual flat fee is $2,750 but may be more depending on a client’s circumstances and needs.
One-Time Plan:$2,750
Hourly Rate:$325/hr
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