Pflueger Wealth Fees & Minimum

Overview

Total Firm Assets: $101 million
Average High-Net-Worth Client Portfolio Size: $3.9 million

Fee Disclosure

Source: ADV PART 2A-2B (2026-05-04) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.75%
$1,000,001	$3,000,000	0.55%
$3,000,001	and above	0.35%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,500	0.75%
$5 million	$25,500	0.51%
$10 million	$43,000	0.43%
$50 million	$183,000	0.37%
$100 million	$358,000	0.36%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 96.77%
Number of High-Net-Worth Clients: 25
Total Client Accounts: 81
Discretionary Accounts: 81

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 339188

ADV PART 2A-2B (2026-05-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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