Pasi Investments, LLC
Assets Under Management
$564.2M
Number of Clients
467
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$141.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PASI Investments, LLC offers investment advice to individuals and retirement plans. For individuals, they recommend portfolios structured on an asset allocation basis. They also provide retirement plan consulting to business owners and investment advice to sponsors of 401(k) or other self-directed retirement plans. PASI does not provide financial planning services.
Fee Structure
PASI charges an annual investment advisory fee based on a percentage of assets under management, ranging from 0.10% to 1.50%, or a fixed fee. Fees are negotiable based on factors like account size, complexity of services, number of plan participants, and type of retirement plan. Clients may also incur mutual fund expense charges, brokerage trading fees, and qualified plan record-keeping charges.
Areas of Practice
Location
10 Talcott Notch Road, 2nd Floor, Farmington, CT, 06032