Pleasanton Wealth offers financial planning and investment management services. They learn about clients' financial situations and goals to develop a comprehensive investment strategy. They assist with retirement, estate, and tax planning, as well as risk management and financial goal identification. Investment management services are offered on both a discretionary and non-discretionary basis.
Assets Under Management$5.4M
Clients30
Advisors1
Avg. per Client$180K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. Non-discretionary accounts have negotiated fees not to exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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