Pioneer Wealth Management Group offers financial planning and investment advice to individuals, families, trusts, estates, and small businesses. Financial planning covers areas like retirement, education, investments, insurance, and estate planning. Investment advice is tailored to each client's needs, considering their financial situation, risk tolerance, and goals. Pioneer Wealth Management Group can also provide model portfolios for small group 401(k) plans.
Assets Under Management$400M
Clients499
Advisors10
Avg. per Client$800K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of Pioneer Wealth Management Group.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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