P38 Enterprises offers ongoing investment advice and makes investments for clients based on their individual needs. This includes creating a customized investment plan tailored to the client's goals. P38 Enterprises works with clients to determine their investment objectives and suitability information.
Assets Under Management$96M
Clients83
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$96M
Fee Structure
Investment management only (planning not offered)
P38 Enterprises charges an initial setup fee of up to $750. Beginning with the second calendar quarter after the agreement is executed, P38 Enterprises charges a quarterly fee based on an hourly rate of $150. The quarterly fee is based on the estimated number of hours needed to service the client’s account each quarter. Actual fees charged by P38 Enterprises can be adjusted downward in the event we do not use the estimated number of hours.
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