Pelion Investment Advisors offers investment management services to individuals with various levels of assets. They also provide investment advice to small and medium-sized businesses, specifically advising trustees of 401k plans on investment options for plan participants. Additionally, they offer advisory and portfolio management services to institutional and financial institutions, focusing on liquidity management and fixed income portfolios. The firm tailors its investment advisory services to meet each client's individual needs, considering their financial situation, cash requirements, investment timeline, risk tolerance, and tax position.
Assets Under Management$59M
Clients43
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fee may be negotiable depending on individual client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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