P3 Asset Management provides continuous investment advice to collective investment trusts (CITs) in accordance with their investment objectives and investment management agreements. P3AM primarily advises on fixed-income strategies and engages a sub-advisor for equity strategies. The firm uses fundamental and quantitative analysis and a relative value approach in its investment process.
Assets Under Management$43M
Clients1
AdvisorsN/A
Avg. per Client$43M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum total investment advisory fee. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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