How It Works
Here are some of the major steps in our portfolio management set-up process
Why Choose Pira Wealth Management
Capture Market Gains
The market is full of opportunities every single day. Our job is to find the highest quality set-ups and expose your capital to them for potential capital gains. Whether your risk tolerance is conservative, speculative, or somewhere in between, our mission is to match your risk tolerance to the appropriate market opportunities.
Low Capital Requirements
Many wealth management companies require $250,000 or more to even start an account with them. We believe that individuals should receive professional services too. That's why our capital minimum is only $10,000.
Fiduciary Responsibility
When it comes to investing your hard-earned wealth, you should be working with someone who has a fiduciary responsibility. Plainly put, it means that we are legally responsible to put your interests ahead of our own. Always.
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Kevin Pira, Registered Investment Adviser
Access to portfolio management shouldn't be reserved only for the ultra-wealthy. That's why, as a legally mandated fiduciary, I created Pira Wealth Management.
Our Custodian
Interactive Brokers (IBKR) is the award winning brokerage we use to safely manage your assets
5 Star Rating*
Click here for a list of their ratings
Interactive Broker's has received multiple 5 star ratings* and "#1 online brokerage" ratings over several years.
Low Cost
Click here to learn more about IBKR costs
IBKR offers lower commissions, no ticket charges, no minimums, no technology, software, platform or reporting fees, low financing rates and competitive interest paid on idle cash balances.
IBKR Mobile App
Portfolio Management from your phone
Keep track of your portfolio and have access to a wide array of research from your smartphone with the IBKR Mobile App
Financial Strength
Click here to learn more about their financial strength
"When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times."
FAQ
Are you a Registered Investment Adviser?
Yes, Pira Wealth Management is a Registered Investment Adviser in the state of Iowa. For more information about the registration of Pira Wealth Management and its owner Kevin Pira, click here to open a new window on the Securities and Exchange Commission website.
Who is Pira Wealth Management Best For?
We specialize in helping individuals gain exposure to the equity markets.
How Can I Reach You?
You can fill out the contact form below to reach Kevin Pira and discuss your situation.
How Do I Get Started?
Get in contact by emailing, calling, or messaging us and we will be excited to discuss the opportunities for you.
It All Starts With a Point of Contact
To get in contact, fill out the form below or message us with the website chat feature