Patton Albertson Miller Group (PAM Group) provides wealth management, investment management, and financial planning services to affluent individuals and families, as well as pension/profit sharing plans and charitable organizations. PAM Group offers services such as estate planning, cash flow management, risk management, tax planning, trust and fiduciary services, merger and acquisition, and business succession planning. PAM Group also offers monitoring and reporting services for client accounts.
Assets Under Management$1.5B
Clients602
Advisors17
Avg. per Client$2.6M
Avg. per Advisor$91M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients who joined the firm from ASA are billed at the rate they agreed to while clients of ASA. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...