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fee only fiduciary advice for all since 2004

We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice."  Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary. 

services

 

Wealth

Planning

fee varies based on complexity​

  • Retirement Planning

  • Education Savings

  • Tax Optimization

  • Estate Planning

  • Alternative Investments

  • Portfolio Optimization

  • Goal Planning

  • Insurance Review

Asset Management

 

0.50%-1.00% annually

  • Portfolio Construction

  • Daily Portfolio Monitoring

  • Tax Loss Harvesting

  • Tolerance Band Based Adjustments

Advisory Subscription

$92 / monthly, 12 month minimum subscription

  • Full Access to Pioneer360 

  • Two 1-hour Advisory Sessions Annually 

  • Phone and Email Consultations

Hourly Issue Consultation

 

$250-300 per hour

  • Individual concerns that don't require full fledged planning  can be addressed efficiently using this structure.

Family Wealth Management

 

fee varies based on complexity

  • Our FWM service provides your family with its own CFO. We head your financial team providing regular reports and recommendations designed to create efficiency from a tax, risk, portfolio, and estate standpoint as legislation and markets adjust.

 

your advisors

Put our group of advisors with wide-ranging areas of expertise on your team

click pictures for details
Daphne Jordan, CFP®
Nicole Renaux, CFP® Candidate
PioneerWealthPortraits_1_edited.jpg
 

Inquire

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Copyright 2017 Pioneer Wealth Management Group