Pave Investment Advisors, LLC
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Overview
Pave Investment Advisors, LLC is a financial advisor firm based in New York, New York. It oversees $102.6 million in total assets throughout 745 client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). Pave Investment Advisors, LLC has a small team, including 2 financial advisors. Pave Investment Advisors, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
Pave Investment Advisors, LLC oversees none of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without requiring client consent. Pave Investment Advisors, LLC also manages 745 non-discretionary accounts totaling $102.6 million in assets under management. The firm's typical account size is $137,680. The typical advisor at Pave Investment Advisors, LLC manages around 373 client accounts.
The company's central office is located at 724 5Th Ave., New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pave Investment Advisors, LLC by the Numbers
$102.6 million
7
745
$137.7 thousand
Fee Structure
Fees charged by financial advisors largely depend on which services are offered. However, fees charged by the company typically consist of the following fee structure: fixed. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors. Out of its 745 customers, Pave Investment Advisors, LLC's biggest client by number of accounts is retail investors. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pave Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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