Parabolic Asset Management provides investment advice and financial planning services to individuals and high-net-worth individuals. Services include portfolio management, investment planning, retirement planning, college planning, and debt/credit planning. PAMLLC generally limits its investment advice to mutual funds, fixed income securities, public REITs, insurance products including annuities, equities, ETFs, inverse ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, margins and options. PAMLLC also offers estate planning services through EncorEstate Plans.
Assets Under Management$24M
Clients42
Advisors1
Avg. per Client$560K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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