Professional Asset Management (PAMI) offers financial planning and investment supervisory services. PAMI creates a financial plan based on your needs, which may include tax planning, risk management, investments, insurance, retirement planning, and estate planning. PAMI then implements investment recommendations and monitors them. PAMI tailors its advice to your individual financial situation and allows you to place restrictions on investments.
Assets Under Management$12M
Clients22
Advisors2
Avg. per Client$520K
Avg. per Advisor$5.8M
Fee Structure
After creating a financial plan and updating it as needed, Professional Asset Management monitors their investment recommendations for the following twelve months. The value of these monitoring services is deemed to be less than $500 of the total fees paid.
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