Pitcairn Wealth Advisors offers wealth management solutions, including investment advice, tax and estate planning guidance, tax preparation, CFO services, insurance and risk management, and charitable gifting strategies. They also provide family engagement services for ultra-high net worth clients, focusing on family governance and development. Pitcairn may recommend unaffiliated independent investment managers and affiliated private funds.
Fee Structure
Pitcairn Wealth Advisors manages investments for a fee that generally does not exceed 1.25% annually. The exact fee depends on factors like the amount invested, complexity, and servicing needs, and is set forth in a written agreement. Similar clients could pay different fees. They also offer model portfolio accounts without tax overlay services for a fee of 0.20% of assets. Unified Managed Accounts with tax overlay services range from 0.50% to 0.60% for US Equity accounts and 0.75% to 0.80% for International Equity accounts. Account-level fees for tax, consolidated intermediary, and technology platform services range from $550 to $750 per account.