Pecusavvy Financial provides customized wealth management services through continuous personal contact, offering discretionary investment management and a broad range of comprehensive financial planning. Pecusavvy Financial works closely with each client to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy consisting primarily of low-cost, diversified mutual funds, exchange-traded funds, individual stocks, and bonds. Pecusavvy Financial may also utilize independent managers and model portfolios. Additionally, Pecusavvy Financial offers retirement plan advisory services for employers and collaborates with third-party platforms for insurance consulting and solutions.
Fee Structure
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 at the sole discretion of Pecusavvy Financial. Total blended fee including independent managers will not exceed 2.40% annually.