Personal Asset Management (PAM) offers investment management and financial planning services to individuals. PAM creates portfolios based on your needs and risk tolerance, monitoring them and providing ongoing management. PAM also offers consulting and financial planning services, such as financial plans, portfolio reviews, and investment analysis, on a one-time or periodic basis, without managing your investments.
Assets Under Management$33M
Clients38
Advisors1
Avg. per Client$870K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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