Pira Wealth Management offers investment management and financial planning services tailored to each client's needs, goals, risk tolerance, and time horizon. Financial planning services may include budgeting, cash flow, debt management, retirement planning, college planning, tax planning, and estate planning.
Assets Under Management$3.5M
Clients17
Advisors1
Avg. per Client$210K
Avg. per Advisor$3.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The advisory fee is a blended fee and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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