Pasco Investment Advisors INC
Assets Under Management
$50.4M
Number of Clients
29
Number of Advisors
1
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$50.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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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Areas of Practice
Investment ManagementRetirement Planning
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Location
509 East Broad St., Westfield, NJ, 07090-2115