FREQUENTLY ASKED QUESTIONS
• How do I know if I need professional wealth and money management?
• Who are your clients?
• Are my assets large enough to qualify as a PAS client?
• What are your fees?
• How do you select investments?
• Is my money safe?
How do I know if I need professional wealth and money management?
You may want to consider hiring a professional money manager if you do not have the time, interest or knowledge to manage your portfolio. We know that your pool of assets represents years of hard work and savings by you or someone you love. We would be honored if you chose us to manage those assets for you and ease your burden of having to worry about whether you are making smart financial decisions. We will ensure that your money is being managed prudently for the long-term and that there will be wealth to pass on to future generations. We can also help guide you through the tax, insurance, and estate planning implications of your wealth.
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Who are your clients?
Our clients are predominantly individuals focused on wealth preservation and wealth enhancement. We also manage assets for institutions, endowments, pensions, trusts, retirement accounts and foundations.
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Are my assets large enough to qualify as a PAS client?
Our current account minimum is $100,000.
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What are your fees?
Generally, PAS charges clients between 0.75% and 1.75% annually deducted quarterly based on the dollar value of clients’ portfolios.
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How do you select investments?
Each portfolio can include stock mutual funds, bond funds and money market funds. In order to choose our investments, we perform in-house research, use valuation models, stay abreast of economic-specific and market-specific news and trends, and review reports from outside analysts. Most mutual funds in the country are available for our use.
We do not pay any load on any fund we choose for the portfolios.
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Is my money safe?
Professional Advisory Services, Inc. is not the custodian on any of our clients' accounts. PAS does not hold any cash or securities for our clients. All assets and cash are held at National Financial Services (NFS). NFS creates and sends out statements on a monthly basis. All accounts are covered by SIPC, (Securites Investors Protection Corporation) and additonal insurance purchased by NFS to cover all account balances.
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Professional Advisory Services, Inc.
255 E. Santa Clara St., Suite 300
Arcadia, CA 91006
Tel: 626-294-4728
Home | Our Unique Approach | Distinct Advantages | Our Process | Common Questions | Firm Principals | Our Client Philosophy
You should carefully consider the investment objectives, risks, fees, and expenses before you invest. Securities & Investment Advisory Services offered through Girard Securities, Inc., a registered broker/dealer, member FINRA/SIPC and a SEC registered investment advisor. Professional Advisory Services is not a subsidiary of Girard Securities, Inc
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