Pamet Advisors provides financial planning and investment management services. Investment management focuses on value investing, aiming for market-like returns with less risk using individual stocks, bonds, and low-cost ETFs. Financial planning covers areas like retirement, education savings, and estate planning. Pamet Advisors may refer clients to other specialists like accountants or attorneys. Clients are not obligated to implement recommendations.
Assets Under Management$44M
Clients31
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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