Pie Charts

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12001 Portobella Dr
Austin, TX 78732
+1 (317) 490-6819
http://piechartsfinancial.com

History

Pie Charts Financial was founded out of frustration with the commission and sales culture of the brokerage industry. Fees on advisory-investment accounts are estimated to be 2% (internal operating expenses included). This means a considerable portion of investment earnings are going towards the cost of investing. We thought we could do better! That's why we charge a flat annual-fee in exchange for ongoing financial-planning advice with annual portfolio-investment reviews.

Specialties

Pie Charts Financial is a Registered Investment Advisor firm specializing in personal financial planning and low-cost investing through index-funds, ETFs, and individual bonds and CDs. We charge a flat annual fee vs. charging a percent of assets. We tell you what to buy, how much, and why. You decide where you want to custody (hold your account), and when to implement each piece of the strategy. All plans include annual reviews along with phone/email support throughout the year to handle any

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United States›Texas›Austin›Pie Charts

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