Assets Under Management

$108K

Number of Clients

10

Number of Advisors

1

Average Client AUM

$11K

AUM per Advisor

$108K

Compensation

N/A

About This Firm

Pair Lending, LLC is a registered investment advisor that utilizes an internet platform and a proprietary algorithm to assist clients in selecting alternative fixed income notes. They provide investment advisory services on a discretionary basis.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Pair Lending charges an annual fee of 1.50% of the account value, billed quarterly in arrears. You can terminate the agreement with 30-day written notice and will only be charged for services already provided. There is no stated minimum account size, but platforms used may have their own minimums. Clients also incur transaction charges and other fees imposed by the platform or custodian.

Areas of Practice
Investment Management
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Location

505 Montgomery Street, 10th Floor, San Francisco, CA, 94111

1 Advisors at this firm

Pair Lending Llc | AdvisorDiscover