Pacesetter Financial Group, L.L.C.
Assets Under Management
$145.5M
Number of Clients
355
Number of Advisors
3
Average Client AUM
$410K
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pacesetter Financial Group provides personalized investment advice and manages portfolios for individual clients and company-sponsored 401(k) plans. They specialize in mutual fund portfolios and tailor their services to each client's unique financial needs and goals. They also offer optional 529 College Savings Plan services.
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
Location
207 S. Mclean Street, Lincoln, IL, 62656-2858