Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAA charges an asset-based wrap fee, not impacted by trading levels. The maximum annual client fee is 3%, negotiable and tailored to services. The fee covers advisor, platform, and strategy components. Platform fees are tiered based on assets (see table). For Rep as PM accounts sub-advised by APA, a .15% fee is paid to APA. The advisory fee excludes fund expenses and other charges. Discounts on the minimum advisory fee are not generally available. Minimum account sizes: $50,000 for SMA/UMA, $25,000 for Rep as PM.
Areas of Practice
Advisor Information
Office location
9336 E Raintree Drive, Suite 110, Scottsdale, AZ, 85260
Get directionsRegulatory History (1)
Judgment / Lien
November 2024Other Business Activities
Shelley has held a real estate license in Arizona since 2006, dedicating a few hours per week to this activity. This activity is investment-related and generates more than 10% of her annual compensation.