Overview

Total Firm Assets
$129 million
Average High-Net-Worth Client Portfolio Size
$2.2 million

Fee Disclosure

Source: PASNAU INVESTMENT MANAGEMENT, INC._ADV PART 2A BROCHURE (2026-10-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $77,500 0.78%
$50 million $377,500 0.76%
$100 million $752,500 0.75%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
43.63%
Number of High-Net-Worth Clients
25
Total Client Accounts
341
Discretionary Accounts
341

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
125647
  • PASNAU INVESTMENT MANAGEMENT, INC._ADV PART 2A BROCHURE (2026-10-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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