Pair Capital Wealth Management, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)
About This Firm
Pair Capital Wealth Management offers investment supervisory services tailored to individual client needs and model portfolio management based on risk tolerance. They consider various securities and may recommend other advisors for specialized expertise. Clients can impose investment restrictions. The firm manages approximately $0 of client assets on a discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Investment advisory fees charged by us are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. The fee is billed quarterly in advance. For example, a $1 million account would be charged 1.25%. Fees are negotiable at the firm's sole discretion. Similar advisory services may be available from other advisors for similar or lower fees.
Areas of Practice
Location
2844 Ulloa Street, San Francisco, CA, 94116