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Credentials
CFA®
Experience Industry experience
< 1 year
Location
Remote
Pioneer Administrative Services Ltd
Supported
Total advisors
1Clients per advisor
1 Very LowAvg AUM per client
$104,581 Very LowHNW client ratio
0% Very LowMichael Ellis is a CFA® charterholder associated with Pioneer Administrative Services Ltd. He has 16 years of experience with Pioneer Financial Planning (92) Ltd, where he has worked since 2010. Pioneer Administrative Services Ltd is an independent multi-family office serving an international clientele, providing integrated private wealth services including asset allocation analysis, portfolio monitoring, and consolidated reporting. The firm serves individuals, high-net-worth clients, and trusts through a combination of in-house management and outsourced sub-advisory relationships.
Based on Pioneer Administrative Services Ltd
Based on Pioneer Administrative Services Ltd
1% per annum
Account minimum: $1,000,000
New York
< 1 year of industry experience
Pioneer Financial Planning (92) Ltd
2010 - Present • 16 years
Hersliya
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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