PASI Investments offers investment advice to individuals and retirement plans. For retirement plans, PASI provides fiduciary guidance and education to sponsors, trustees, and participants. For individuals, PASI creates portfolios based on their goals and risk tolerance, using stocks, bonds, mutual funds, and exchange-traded funds. PASI does not provide financial planning services regarding non-investment related matters, such as tax and estate planning, insurance, etc.
Fee Structure
PASI Investments charges an annual fee for investment management services, assessed quarterly. The fee ranges from 0.10% to 1.50% of the value of your portfolio or may be a fixed fee. The specific fee is based on factors like the amount you invest, the complexity of services, the number of plan participants, and the type of retirement plan. Fees are negotiable.