Personal Asset Management
Assets Under Management
$34.0M
Number of Clients
38
Number of Advisors
1
Average Client AUM
$895K
AUM per Advisor
$34.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Personal Asset Management offers discretionary and recommendation-based asset management, investment advisory, and financial planning services primarily to individual investors. They also offer consulting and financial planning services. Services are tailored to the client's needs, goals, risk tolerance, and time horizon.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
The annual fee for portfolio management is based on a percentage of your assets under management, as shown in the table. The minimum annual fee is $4,000, which may be waived with PAM approval. Fees are billed quarterly in arrears. Consulting services are available at $280 per hour, or on a fixed fee or retainer basis. The final fee will be set forth in the agreement.
Areas of Practice
Location
5462 Central Ave, St Petersburg, FL, 33707
