Pearl Wealth LLC
Assets Under Management
$149.1M
Number of Clients
145
Number of Advisors
2
Average Client AUM
$1.0M
AUM per Advisor
$74.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pearl Wealth LLC is a fee-only registered investment adviser providing investment management and financial planning services. They focus on generating competitive market returns with lower risk by thinking globally and long-term. They incorporate environmental, social, and governance factors into investment decisions. Services are tailored to individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Wealth management fees are based on a percentage of assets under management, with rates decreasing as the portfolio size increases. There is a minimum annual wealth management fee of $3,500. Financial planning is offered at an hourly rate of $350. Fees are negotiable in certain circumstances, such as the size of the aggregate related party portfolio size.
Areas of Practice
Location
915 NW 19th Ave Suite F, Portland, OR, 97209