PDM Advisors is a fee-only investment advisory firm that works with individual clients. PDM Advisors uses broad asset allocation with index securities and does not try to outperform the market. Investment portfolios are created based on factors like age, risk tolerance, and time horizon. Clients must approve all trades before they are executed.
Assets Under Management$500K
Clients5
AdvisorsN/A
Avg. per Client$100K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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