Park Avenue Securities (PAS) offers various investment advisory programs and services, including proprietary and third-party programs. PAS's representatives assist clients in pursuing their financial goals by providing personalized financial planning and investment solutions. Clients can invest through transaction-based brokerage accounts or fee-based investment advisory accounts. PAS also offers financial planning and consulting services, including subscription-based financial planning and business exit consulting.
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.