Pampel & Associates, Inc. provides ongoing investment advice and manages investment portfolios for clients. They tailor their advice to your individual needs and goals, gathering information through questionnaires and consultations. They also offer financial planning and consulting services, covering areas like retirement, education, and estate planning. They may provide seminars and workshops to educate the public on different types of investments.
Assets Under Management$100M
Clients267
Advisors2
Avg. per Client$390K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.75% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.55% |
At their discretion, Pampel & Associates may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...