Pearl Wealth is a registered investment advisor providing investment management and financial planning services. Pearl aims to generate competitive market returns with lower risk by thinking globally and long-term. They incorporate environmental, social, and governance factors into investment decisions. Pearl is a fee-only firm and does not sell commissioned products.
Assets Under Management$150M
Clients145
Advisors2
Avg. per Client$1M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million. Flat rate fee is also negotiable with annual CPI increase.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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