Pixel Financial Planning manages investment portfolios and offers financial planning services. They create personalized investment plans based on your goals and risk tolerance. Services include investment management, investment consulting, speaking engagements, and comprehensive or project-based financial planning covering areas like retirement, taxes, and estate planning. They do not provide legal or insurance services but will coordinate with professionals of your choice.
Assets Under Management$40M
Clients30
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$40M
www.linkedin.com/company/sanfranciscofinanciala... ·www.pixelplanning.com ·twitter.com/pixelplanning
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees are negotiable. PFP will not charge any fee greater than 3% of assets under management. Financial planning fees are waived for Investment Management Clients who meet the minimum asset requirement of $300,000 for individuals and $500,000 for couples.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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