| 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.
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.
207 S. Mclean Street, Lincoln, IL, 62656-2858
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Learn about disclosures →Timothy works as an accountant for J.M. Abbott & Associates, dedicating about half of his time to this role. He prepares tax returns, financial statements, performs audits, and assists clients in tax planning.