PATAP FINANCIAL SERVICES (PFS) offers personalized financial planning and investment management services. PFS works with individuals, estates, and small businesses. PFS provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Investment advice is provided with the client making the final decision on investment selection. PFS may offer annuities and life insurance on a commission basis with full disclosure.
Assets Under Management$51M
Clients135
Advisors1
Avg. per Client$380K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts over $1,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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