Personal Asset Strategies (PAS) specializes in providing personal financial advisory services and managing customized investment portfolios. PAS tailors its services to each client's individual needs and risk tolerance, managing assets on a discretionary basis. PAS coordinates with other professionals like attorneys and accountants to provide comprehensive financial management. PAS invests client funds in diversified equities, fixed income investments, and real estate.
Assets Under Management$40M
Clients41
AdvisorsN/A
Avg. per Client$980K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Management fee for accounts up to $2,000,000 may be up to 2%. Management fee for a standard account shall be a minimum of 1.5%. With respect to assets under management in excess of $2,000,000, a negotiated fee shall apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.