Assets Under Management
$145.5M
Number of Clients
355
Number of Advisors
3
Average Client AUM
$410K
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pacesetter Financial Group provides personalized investment advice and manages portfolios for individuals and company-sponsored 401(k) plans. They tailor services to client needs, focusing on diversified mutual fund portfolios and ongoing monitoring. They are a sister company to J.M. Abbott & Associates, Ltd., Certified Public Accountants.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
207 S. Mclean Street, Lincoln, IL, 62656-2858