Paolo Bernardi Advisor (PBA) provides ongoing portfolio management based on individual client goals and risk tolerance. PBA focuses on long-term investment strategies based on proprietary research. PBA also offers financial planning services, including budgeting, investment planning, estate planning, and retirement planning, on an hourly fee basis after a minimum flat fee. PBA generally limits its investment advice to mutual funds, equities, bonds, fixed income ETFs, REITs, and annuities.
Assets Under Management$2.7M
Clients11
Advisors1
Avg. per Client$250K
Avg. per Advisor$2.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are straight tier, not blended.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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