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Pixel Financial Planning

Updated today

Total assets under management

$39,895,128

Total clients

30

60% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

30

Average account size

$1,329,838

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees up to $5,000 for project-based financial planning; comprehensive financial planning upfront fee $1,200 - $3,000 plus ongoing annual fee between $2,400 and $12,000, paid monthly or quarterly

Percentage

$0 - $250,000: 0.90% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $4,000,000: 0.40% $4,000,001+: 0.25%

Project-based

$300 per hour for investment consulting and project-based financial planning (minimum 3 hours for project-based planning)

Other

Account minimum: $100,000 minimum aggregate account size (may be reduced or waived at firm's discretion); $300,000 for single clients and $500,000 for couples to waive financial planning fees

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Pixel Financial Planning

San Francisco CA, United States

Number of offices

1

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