Pawleys Investment Advisors offers customized investment solutions through personal contact and discretionary investment management. They create portfolios using various securities to meet client goals, considering risk tolerance and financial situations. Pawleys also provides financial planning services, including investment and retirement planning, and may refer clients to other specialists. Clients are not obligated to implement recommendations or maintain an ongoing relationship.
Assets Under Management$92M
Clients306
Advisors2
Avg. per Client$300K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are non-negotiable. Short-Term Fixed Income Portfolio fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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