Padovani Asset Management (PAM) offers personalized financial planning and portfolio management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Portfolio management is discretionary, tailored to client goals and risk tolerance. PAM advises on various securities, monitors portfolio performance, and rebalances as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Management fee for illiquid alternative investments held at Kingdom Trust is set at a flat rate of 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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