Pashman Financial LLC
Assets Under Management
$450K
Number of Clients
8
Number of Advisors
1
Average Client AUM
$56K
AUM per Advisor
$450K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Pashman Financial, LLC manages tailored investment portfolios and offers financial planning services. Financial planning covers business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer retirement plan consulting to employer plan sponsors and educational seminars.
Fee Structure
Investment management fees are 0.30% annually, billed quarterly. For managed assets above $1,000,000, the fee reverts to a flat annual fee of $3,000, paid in quarterly installments of $750. Ongoing Comprehensive Financial Planning has an initial fee between $2,500-$3,000, then $850-$1,100 per quarter. Limited Scope Financial Planning is offered on a fixed fee ($2,000-$5,000) or hourly basis ($150/hour). One-Time Financial Plans range from $695 to $895. Educational seminars range from $100 to $1,000 per seminar or $5 to $100 per participant. Fees are negotiable at the advisor's discretion in certain cases.
Areas of Practice
Location
CA, United States