Pace Wealth is a fee-only registered investment advisor that helps clients build, manage, and preserve their wealth. Pace Wealth offers investment management services, where they manage your investments for a fee based on a percentage of the value of your portfolio. They also offer financial planning services, which involve evaluating your current and future financial state to help you achieve your financial goals. Pace Wealth may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 rates noted in the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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