Pitzl Financial Fees & Minimum

Overview

Headquarters: Arden Hills, MN
Total Firm Assets: $498 million
Average High-Net-Worth Client Portfolio Size: $2.2 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-02-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,500	0.85%
$10 million	$67,500	0.68%
$50 million	$167,500	0.34%
$100 million	$292,500	0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 79.57%
Number of High-Net-Worth Clients: 183
Total Client Accounts: 1,892
Discretionary Accounts: 1,892

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 171441

FORM ADV PART 2A (2026-02-09) (fee schedule source) · View brochure text

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

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