Pecusavvy Financial offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. Investment strategies involve low-cost, diversified mutual funds and exchange-traded funds. Pecusavvy Financial also provides retirement plan advisory services to businesses, assisting plan sponsors with their fiduciary responsibilities. The firm may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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