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. They tailor services to individual needs, goals, and risk tolerance, constructing portfolios based on industry experience and market knowledge. Consulting and financial planning services are also available on a one-time or periodic basis.
Fee Structure
Minimum Investment:None
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 amounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location
5462 Central Ave, St Petersburg, FL, 33707
