Pioneer Wealth Management Group
Assets Under Management
$273.7M
Number of Clients
442
Number of Advisors
10
Average Client AUM
$619K
AUM per Advisor
$27.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pioneer Wealth Management Group offers financial planning and asset management services. Financial planning covers cash flow, tax, retirement, education, investments, insurance, and estate planning. Asset management involves creating an asset allocation recommendation and investment policy statement. They also offer pension consulting for small group 401(k)s.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
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Location
800 W 5th St Unit 100-B, Austin, TX, 78703
