Profits Plus Capital Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Profits Plus Capital Management (PPCM) manages investments primarily for the Dollars and Sense Growth Fund, LP, focusing on asset allocation and portfolio management. PPCM may also manage separate accounts for individual clients. The firm's investment approach considers a client's goals, risk tolerance, and existing investments. PPCM primarily invests in precious metals and exchange-traded funds.
Assets Under Management$240M
Clients1
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.80% |
| $100K - $250K | 0.77% |
| $250K - $500K | 0.74% |
| $500K - $1.0M | 0.71% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.57% |
| $10M+ | 0.52% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.