Pashman Financial manages investment portfolios and provides financial planning services. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered through ongoing comprehensive planning, limited scope planning, and one-time financial plans.
Assets Under Management$700K
Clients10
Advisors1
Avg. per Client$70K
Avg. per Advisor$700K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.30% |
| $2M+ | 0.00% |
For Clients with managed assets above $2,000,000 will revert to a flat annual fee of $6,000; this will be paid quarterly installments of $1,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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