Paskin & Berler Capital Advisors (PB) offers investment advice and consulting services. PB focuses on growing and protecting your assets by using asset allocation strategies and selecting third-party investment managers. PB aims to provide professional investment management tailored to your goals, tax situation, and preferences. Clients can set reasonable restrictions on investments. PB may provide services to individuals, pension plans, trusts, estates, charities, and corporations on a discretionary or non-discretionary basis.
Assets Under Management$360M
Clients65
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $35.0M | 0.25% |
| $35.0M - $55.0M | 0.15% |
| $55M+ | 0.10% |
PB has a minimum annual fee of $15,000. Fees may be invoiced, waived, discounted, and/or negotiated to non-standard rates on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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