PSI Capital Management (PCM) offers financial planning, consulting, pension consulting, and investment management services. PCM works with clients to develop a financial plan based on their risk tolerance, time horizon, and investment needs. PCM primarily uses mutual funds and ETFs. PCM also offers a wrap fee program. PCM does not vote client securities.
Assets Under Management$350M
Clients711
Advisors9
Avg. per Client$490K
Avg. per Advisor$39M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $200K | 1.25% |
| $200K+ | 1.25% |
For accounts below $100,000, PCM charges a negotiated flat fee. PCM's annual fee will not exceed 3.0% of your assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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