Palouse Capital Management (PCM) offers investment management services, primarily on a discretionary basis, to individuals, corporations, pension plans, endowments, and foundations. PCM invests in equities, fixed income, mutual funds, and ETFs. PCM also provides model portfolio recommendations to other financial firms. PCM does not provide tax, legal, or accounting advice. PCM was founded in 1991 and is owned by Christopher K. Hicks.
Assets Under Management$330M
Clients767
Advisors5
Avg. per Client$430K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Palouse Capital Management charges an annual fee of up to 1.2% of your portfolio, billed quarterly. The exact fee is set forth in the client's agreement. Fees are negotiable and may be lower depending on the size of the account. This fee does not include transaction costs or brokerage charges.
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