Personal Asset Management manages investment portfolios and provides personalized financial planning primarily for individual investors, trusts, estates, and small businesses. Personal Asset Management builds customized portfolios using individual stocks, bonds, certificates of deposit, and funds based on each client's specific goals and risk tolerance. In addition to ongoing portfolio management, Personal Asset Management offers retirement projections and standalone consulting services.
Assets Under Management$33M
Clients38
Advisors1
Avg. per Client$870K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
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 for amounts over $15,000,000 are negotiable. Minimum annual fee of $4,000 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
