Pave Investment Advisors provides investment management services to individuals and high net worth individuals. Pave uses quantitative and algorithmic methods to make investment recommendations, primarily in individual equity securities, but may also recommend exchange-traded funds and cash. Pave does not offer financial planning services. Clients can choose discretionary or non-discretionary advice.
Assets Under Management$670M
Clients93
Advisors2
Avg. per Client$7.2M
Avg. per Advisor$330M
Fee Structure
Investment management only (planning not offered)
Pave Investment Advisors charges a monthly account service fee of $10. Pave may also charge a fee to manage assets based on the asset value in the account, ranging from 0.12% to 1.00% per year, charged monthly or quarterly. Clients are responsible for brokerage commissions and custodial fees.
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