Personal Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
5462 Central Ave
St Petersburg FL 33707
Advisors at this office
1
Most active in
Florida
Also doing business as
Personal Asset Management · Personal Asset Management, LLC · The Investor Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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