Professional Analysts, LLC provides financial planning and asset management services. Financial planning includes comprehensive, estate, and single needs planning. Asset management is based on client objectives and risk tolerance, using pooled or mutual funds. The firm also offers investment management services for employer-sponsored retirement plans and may recommend independent investment managers. Workshops are also provided.
Assets Under Management$30M
Clients62
Advisors1
Avg. per Client$490K
Avg. per Advisor$30M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.25% |
| $2M+ | 0.00% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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