Penn Davis McFarland (PDM) offers investment management services, primarily investing in publicly traded stocks and bonds, for individuals, trusts, charitable organizations, and retirement plans. PDM tailors its services to each client's financial situation and investment objectives. PDM also provides financial planning services using eMoney software. In addition, PDM performs family office services such as bill paying and insurance placement.
Assets Under Management$1.3B
Clients217
Advisors6
Avg. per Client$5.8M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment management fees are generally not negotiable, but the firm has in some instances negotiated a fee with clients opening several accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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