Table of Fees : Seeking to Provide Low-Cost, Value-Added Portfolio Management
Carefully Read Items 4 and 5 of Pierre & Company’s Form ADV Part 2A, as these sections contain important details. The fees below will only apply to you when you request the services listed.
Fees Charged by Pierre & Co.:
|Assets Under Management Fee||0.50% (50bps)||Quarterly||Portfolio Mangement|
|Hourly Fee||Not Applicable||–||–|
|Subscription Fee||Not Applicable||–||–|
|Fixed Fee||$25-$1,000||Annual or 1 Time||Portfolio Mangement|
|Commissions to Pierre & Co.||Not Applicable|
|Performance Based Fee||Not Applicable|
Fees Charged by 3rd Party:
|Third Party Money Manager||Not Applicable|
|Robo-Adviser Fee||Not Applicable|
Additional Fees & Costs to Discuss with Pierre & Co.:
|Brokerage Fees||Yes||Brokerage Firm|
|Commissions to Pierre & Co.||No||Not Applicable|
|Custodian Fees||Yes||Your Custodian Bank|
|Mutual Fund/ETF Expenses||Yes||Fund Company|
All Fees are Negotiable. Pierre reserves the right to waive fees in certain circumstances.
Effective Date: March 31, 2020.