Assets Under Management

$135.9B

Number of Clients

17

Number of Advisors

N/A

Avg. Portfolio per Client

$8.0B

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

PRIMECAP Management Company is an investment advisory firm established in 1983. PRIMECAP manages equity portfolios for employee benefit and pension plans, endowments, foundations, mutual funds for Vanguard, a collective investment trust, and a sovereign fund. PRIMECAP aims to provide superior long-term investment results while minimizing administrative burdens.

Fee Structure

Minimum Investment:$150M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.50%
$50.0M - $250.0M0.45%
$250.0M - $500.0M0.38%
$500.0M - $2250.0M0.25%
$2250.0M - $5000.0M0.20%
$5000.0M - $10000.0M0.17%
$10000M+0.15%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

177 E Colorado Blvd., 11th Floor, Pasadena, CA, 91105

0 Advisors at this firm

No advisors found for this firm.
Primecap Management CO | TrueAdvisor