Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
These rates apply to diversified portfolios. Fixed income portfolios are charged 0.40% on all assets.
Fee Estimator
Pacesetter Financial Group charges advisory fees based on the client type and portfolio. For individual clients, fees are based on a percentage of assets under management. For example, with a diversified portfolio, the first $500,000 is charged at 1.00%, the next $500,000 at 0.75%, and amounts over $1,000,000 at 0.50%. For a fixed income portfolio, all assets are charged at 0.40%. The firm charges a minimum of $100 per year, per client, pro-rated for partial years. They also offer optional 529 College Savings Plan services with a $250 one-time account set-up fee and a $150 annual review & monitoring fee. Additional and/or supplemental services may also be available and charged by the hour or as a fixed fee.
Areas of Practice
Advisor Information
Office location
207 S. Mclean Street, Lincoln, IL, 62656-2858
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew works as a certified public accountant for J.M. Abbott & Associates, Ltd, a certified public accounting firm. He dedicates about a quarter of his time to this role, preparing tax returns, financial statements, and assisting with tax planning and business consulting.