Pace Financial Advisors offers wealth management, financial planning, and retirement plan consulting. Wealth management includes ongoing portfolio management and financial consulting. Financial planning covers budgeting, insurance, estate, tax, retirement, investment, and education. Retirement plan consulting is offered to qualified retirement plans.
Assets Under Management$390M
Clients1,351
Advisors9
Avg. per Client$290K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Pace Financial Advisors charges an annual fee based on the value of your account, ranging from 0.50% to 2.00%. If you choose an investment strategy that uses options, there may be an additional fee of up to 0.25% per year. The firm may choose not to apply their fees to the cash value of your account. Fees are negotiable.
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