Pasnau Investment Management provides investment advice tailored to each client's needs. They discuss your goals, risk tolerance, and financial situation to create a written investment plan. They recommend investments like stocks, bonds, mutual funds, and other securities. Pasnau Investment Management will consult with you before making trades, but if you're unavailable, they'll use their discretion. They do not participate in wrap-fee programs.
Assets Under Management$130M
Clients233
Advisors2
Avg. per Client$550K
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees over $2 million are to be negotiated. Account values of family members may be combined to determine the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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