Professional Advisory Services, Inc. (PASI) manages investment portfolios for individuals, trusts, retirement accounts, corporations, charities, and business entities. PASI invests primarily in stocks and investment-grade bonds, tailoring the allocation to each client's risk tolerance and financial situation. PASI's investment committee seeks attractive investments through independent research and a disciplined approach.
Assets Under Management$1.2B
Clients641
Advisors9
Avg. per Client$1.9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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