Professional Advisory Services INC
Assets Under Management
$1.2B
Number of Clients
641
Number of Advisors
8
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$150.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Professional Advisory Services, Inc. (PASI) manages investment portfolios for individuals, trusts, individual retirement accounts (IRAs), corporations, charities, and business entities. PASI invests primarily in high-quality stocks and investment-grade corporate and municipal bonds. Investment decisions are based on client goals, risk tolerance, and financial situations. PASI publishes a quarterly newsletter for clients.
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
—
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Location
2770 Indian River Blvd, Suite 204, Vero Beach, FL, 32960