Private Asset Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

Private Asset Management is a wealth advisory firm that helps high-net-worth individuals and families with their financial needs. Private Asset works with clients to define their financial goals, risk tolerance, and time horizon. From there, Private Asset designs a portfolio strategy and determines the appropriate investments. Private Asset also coordinates with other professionals, such as accountants and attorneys, to provide comprehensive wealth management services. Private Asset is transitioning to a business model where it will utilize more authority to make trades without asking first.

Assets Under Management$110M
Clients79
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$53M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $4.0M0.85%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.35%
$20M+0.35%

Fees are negotiable for accounts over $20 million.

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

2 Advisors at this firm

Private Asset Management INC | TrueAdvisor