Pair Capital Wealth Management offers investment management services tailored to individual client needs. They provide ongoing asset management and also manage model portfolios based on different risk tolerances. Clients can place restrictions on investments. Pair Capital Wealth Management also recommends other advisors for specialized expertise, with separate fees.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. When another advisor is hired, they will charge a separate fee, typically 1.0% on the first $2,000,000 and 0.75% above that.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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