PST Advisors designs and implements model investment portfolios for third-party registered investment advisors and institutions, such as broker-dealers. PST Advisors does not provide direct investment management or financial planning services to individual retail investors. Instead, the firm operates as a model strategist, offering various strategies ranging from conservative income portfolios to aggressive equity-focused models. Additionally, PST Advisors provides back-office services to other investment advisors. Associated persons of PST Advisors may also be registered representatives of Equitable Advisors or investment advisor representatives of other firms, through which they offer separate services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee is up to 0.50% of the invested amount for model portfolios, billed quarterly in advance. Fees are negotiable based on the relationship with the third-party advisor. Back-office services generally range up to 0.50% of assets managed by third-party advisors.