Protected Capital Management (PCM) is a registered investment advisory firm specializing in no-load investing for conservative individuals. PCM manages IRAs, Roth IRAs, SEPs, 401k rollovers, and taxable accounts, seeking rising income, safety, and consistent returns. PCM's approach is independent and objective, avoiding conflicts of interest from commissions. The firm monitors market conditions daily and may reduce equity positions during bear markets. PCM does not provide financial planning.
Assets Under Management$20M
Clients54
Advisors1
Avg. per Client$370K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$75K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.75% |
| $200K - $400K | 0.70% |
| $400K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
PCM may combine multiple accounts in the same family to give additional discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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