Assets Under Management
$149.1M
Number of Clients
145
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$74.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pearl Wealth LLC is a fee-only RIA offering investment management and financial planning. They focus on generating competitive market returns with lower risk by thinking globally and long-term. They incorporate environmental, social, and governance factors into investment decisions. Services are tailored to individual client needs.
| Assets Under Management | 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 above $10 million.
915 NW 19th Ave Suite F, Portland, OR, 97209