Pashadre Capital Management manages investment portfolios, primarily on a discretionary basis. The firm is independent and has a legal responsibility to act in your best interest. Pashadre Capital Management does not hold client assets; they are held at a major brokerage firm. The firm provides investment services to client portfolios under a variety of investment styles.
Assets Under Management$84M
Clients114
Advisors1
Avg. per Client$730K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable for additional assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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