Pioneer Wealth Management Group
Assets Under Management
$273.7M
Number of Clients
442
Number of Advisors
10
Average Client AUM
$619K
AUM per Advisor
$27.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pioneer Wealth Management Group offers financial planning and asset management services. Financial planning covers cash flow, tax, retirement, education, investments, insurance, and estate planning. Asset management provides ongoing investment advice based on individual client needs, including an investment policy statement. They also offer pension consulting for small group 401(k)s.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of Advisor.
Fee Estimator
You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.
Areas of Practice
Location
800 W 5th St Unit 100-B, Austin, TX, 78703
