Paula Pass
Paula Pass is a CFP-designated registered investment advisor at Arkagos Advisors & Asset Management, INC., based in Alexandria, VA, with 12 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 107 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5M. Fees for private placements are the same as the portfolio management fees and are deducted from the advisory account.
Fee Estimator
Location
218 N Lee St, Ste 316, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paula is an independent insurance agent with Pass Advisory Firm LLC, focusing on fixed insurance sales.
Employment History
Current Registrations
Arkagos Advisors & Asset Management, INC.
Previous Registrations
Brookstone Capital Management LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.