Pennsylvania Capital Management (PCM) provides investment advice and financial planning to individuals, families, and businesses. PCM offers investment consulting services, investment management services, and tactical asset management. PCM also provides financial planning services at a negotiated fixed fee or hourly rate. PCM may recommend unaffiliated private investment funds and refer clients to third-party service providers.
Fee Structure
PCM offers investment management services where the annual fee ranges from 0.50% to 1.35% of the portfolio's value for accounts up to $5 million. The fee is based on the portfolio's market value and is payable quarterly or semi-annually, in advance. PCM also offers tactical asset management services with fees ranging from 1.30% to 1.95% of the portfolio's value for accounts up to $5 million. Fees are negotiable.