Pearl Planning provides investment advice and financial planning to individuals, qualified plans, business entities, trusts, and estates. Pearl Planning offers both discretionary and non-discretionary investment advisory services. They primarily recommend investments in stocks, bonds, mutual funds, and exchange-traded funds. Financial planning services, including estate and insurance planning, are also available on a separate fee basis. Pearl Planning may recommend sub-advisors and outsourced traders. They also offer retirement plan consulting services.
Assets Under Management$310M
Clients293
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable. At the firm's discretion, they will aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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