No cost, no obligation. 

No - you do not need to prepare for the call. We'll have a conversation to learn about your current financial situation, and any financial decisions that you may be considering.

We work best with tech and biotech professionals navigating complex equity compensation — stock options, RSUs, IPOs, and acquisitions. Most of our clients are earning significant equity-based compensation who want a fiduciary advisor to help them make smart decisions with their biggest financial asset.

Paceline charges an assets-under-management fee of 1% per year or less, depending on account size. The fee applies only to accounts we directly manage (not employer stock) and is deducted from those accounts quarterly, so there's no separate bill to pay. This is a fee-only relationship: no commissions, no product sales.

We work on an ongoing basis because decisions about equity compensation are never standalone. Every share you sell becomes cash that has to go somewhere, whether into the rest of your portfolio, toward taxes, or toward your goals. Managing it as one portfolio lets us reduce the concentration and build what replaces it at the same time.