P.A. Schopen & Associates (PAS&A) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. PAS&A creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. PAS&A generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, and ETFs, primarily recommending a hybrid strategy utilizing mutual funds and exchange traded funds.
Assets Under Management$55M
Clients93
Advisors2
Avg. per Client$590K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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