Work With Paceline

There are two primary ways we engage with clients: ongoing Investment Advisory and ad-hoc Financial Planning & Consulting work.

Investment Advisory

Paceline’s Investment Advisory services provide ongoing financial advice, including the development of a customized financial plan and management of investment holdings. In this model, fees are charged as a percentage of assets under management, so that Paceline’s interests are aligned with yours.

Financial Planning & Consulting

If you don’t require ongoing financial advice, Paceline also offers hourly Financial Planning & Consulting services on an ad-hoc basis. This may be for the creation of a financial plan, evaluation of stock-based compensation, or other such projects. Hourly fees are charged pursuant to a planning agreement.

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 who has direct experience managing large portfolios for mutual funds and insurance companies – not a salesperson.

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