SERVICES & FEES

INVESTMENT ADVISORY

Paceline’s Investment Advisory services provide ongoing financial advice, including the development of a customized financial plan and managing your investments.

Investment management and financial planning are provided for a single fee, and are charged as a percentage of assets under management so that Paceline’s interests are aligned with yours.

FINANCIAL PLANNING & CONSULTING

For clients who may not be ready for an ongoing relationship, we also provide Financial Planning & Consulting Services on a project basis.

OUR FEE STRUCTURE

As a Registered Investment Advisor (RIA) firm, Paceline Wealth Management is a fiduciary, which means that we are required to act in the best interest of clients at all times. We further demonstrate our commitment to clients through a transparent fee structure, and also choose to operate as a fee-only firm, which means that we do not accept sales commissions, on anything.

Clients can have confidence knowing that their advisor is compensated only for providing financial advice, and only by clients. Regardless of how you engage with Paceline, you’ll be working directly with a professional investor – not a financial product salesperson.

Please click below to view our Table of Fees for Services.