Physicians Capital Investment Advisors (PCIA) refers clients to other registered investment advisory firms, primarily Alta Capital Management. PCIA assists clients in establishing new accounts with the other firm. PCIA maintains contact with clients to relay concerns or requests to the other advisor. PCIA receives a portion of the advisory fees collected by the other firm.
Assets Under Management$25M
ClientsN/A
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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