Pasco Investment Advisors INC

Fee-Only (% of Portfolio)

PASCO Investment Advisors, Inc. (PASCO) is a money management firm that manages investments in stocks, bonds, and cash equivalents. PASCO provides continuous asset allocation and security selection for balanced and fixed income accounts. PASCO requires clients to sign an investment advisory agreement and jointly prepare a Statement of Investment Policy and Guidelines. All accounts are managed on a discretionary basis.

Assets Under Management$50M
Clients29
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$50M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable and lower than the stated range.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm