PairOne Private Wealth offers personalized investment management and comprehensive financial planning services to individuals, high-net-worth clients, and retirement plans. PairOne builds customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon, and may utilize outside money managers when appropriate. The comprehensive financial planning service follows a six-step process covering cash flow, tax strategies, retirement preparation, employee benefits, education funding, risk management, and estate preservation. Clients can also receive guidance on federal retirement plans and employer-sponsored accounts. PairOne operates with a commitment to acting in each client's best interest, and the team includes professionals holding the Certified Financial Planner designation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on factors such as historical relationship, asset type, and portfolio size. Billed monthly in advance. Retirement plans may be billed quarterly in arrears at a rate not exceeding 1.00%.