Pavlic Investment Advisors provides investment management and financial planning services. They create a customized investment policy for each client, specifying the percentage to be invested in stocks and bonds. Pavlic Investment Advisors monitors and reviews client portfolios continuously and reports to clients quarterly. Client investments are held at a third-party custodian.
Assets Under Management$80M
Clients85
Advisors2
Avg. per Client$940K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be modified if the client negotiates different terms and conditions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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