Pace Wealth is a registered investment advisor founded in 2025 and based in Exton, Pennsylvania. Led by Adam Wilkins, the firm provides personalized investment management and financial planning services to individuals, high net-worth individuals, trusts, estates, and businesses. Pace Wealth operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation. For investment management, the firm builds customized portfolios using a mix of stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, typically employing modern portfolio theory and strategic asset allocation with discretionary trading authority. Their financial planning services cover a broad range of topics including retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and business planning. Pace Wealth does not have a minimum account size requirement, allowing clients to open and maintain accounts without a minimum asset threshold.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable and may be lower than the standard schedule. Firm may also work with clients using a negotiated annual flat fee rate.