PairOne Private Wealth provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance. Financial planning covers topics like taxes, retirement, education funding, and estate planning. PairOne may use sub-advisors to manage client assets. Clients receive ongoing support and semi-annual meetings.
Assets Under Management$2.1M
Clients14
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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