Pavilion Financial Planning (PFP) provides investment management and financial planning services to individuals. PFP helps clients establish financial goals and develop tailored plans. Services include cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered as an ongoing comprehensive service or a project-based engagement.
Assets Under Management$4.3M
Clients17
Advisors1
Avg. per Client$250K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients who also engage PFP for Ongoing Financial Planning Services will be charged an additional 0.25% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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