Pasco Advisors, LLC is a small independent firm that manages client portfolios and provides financial planning services. When managing portfolios, Pasco Advisors considers each client's financial situation, including employment, cash reserves, retirement accounts, age, income, and risk tolerance. Financial planning includes tax, insurance, retirement, and estate planning. Pasco Advisors also helps clients select and monitor other money managers for alternative investments, splitting the fees with them.
Fee Structure
Pasco Advisors charges an annual negotiable fee for managing your money, ranging from 0.3% to 1% depending on the size and complexity of your account. The fee is paid quarterly, based on the average daily balance for the quarter. If Pasco Advisors helps you select other money managers, those managers pay Pasco Advisors a portion of the fees generated by you; you do not directly pay for this service.