Personal Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,000,000
Clients
38
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$868,421
About
The firm provides discretionary and recommendation-based asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and small business entities. Services range from ongoing portfolio management to one‑time or periodic consulting engagements and written financial plans tailored to client needs.
The firm’s investment process relies primarily on fundamental analysis and a long‑term strategy with generally modest trading; portfolios are invested mostly in individual stocks, bonds and CDs, with options and exchange‑traded funds used when appropriate and margin employed only at a client’s direction. Portfolios are customized to each client’s goals and risk tolerances, monitored at least quarterly, and clients receive consolidated quarterly performance reports.
Compared with many solo independent advisers, the firm both manages institutional relationships (notably pension and profit‑sharing plans) and maintains a contingency management arrangement to assist another registered adviser, practices that are less common among peers. The sole investment professional holds advanced professional credentials and the firm discloses operational distinctions such as not voting client proxies and aggregating trades when practical.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fees or retainer basis for consulting services, amounts based on estimated hours
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $6,000,000: 0.75% $6,000,000 - $15,000,000: 0.50% $15,000,000+: Negotiable
$280 per hour for consulting/advisory services
Account minimum: No minimum account size; minimum annual fee is $4,000 Minimum fee: $4,000 per year minimum fee Fee-only: Fee-only advisory services; no commissions or performance fees
Main office location
Personal Asset Management
5462 Central Ave
St Petersburg FL 33707, United States
Number of offices
1
Most active in
Personal Asset Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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