Advisor at Professional Advisory Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Professional Advisory Services Inc
Location
Vero Beach, FL 32960
Credentials
CFP®, CFA®
Industry experience
8 years
Jeremy Goldberg is a CFP® and CFA® with eight years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Mozaic, LLC and Raymond James And Associates. He is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by formalized performance reporting and detailed compliance controls.
Based on Professional Advisory Services Inc
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $2,500,000: 0.8% annually $2,500,001 - $4,000,000: 0.7% annually $4,000,001 - $5,500,000: 0.6% annually $5,500,001+: 0.5% annually
Account minimum: $500,000 Fee-only: Fee-only adviser; no commissions received by PASI except nominal $0.025 per share stock commission via Bloomberg Terminal trades
2770 Indian River Blvd, Suite 204
Vero Beach, FL 32960
California · Florida
Professional Advisory Services, Inc
2018 - Present (8 years)
Mozaic, LLC
2016 - 2018 (2 years)
Raymond James And Associates
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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