Private Client Services (PCS) offers financial planning, general financial consulting, and investment advisory services. PCS provides investment advice through investment advisor representatives (IARs). PCS IARs evaluate a client's financial goals, resources, and constraints to develop suitable investment strategies. PCS offers discretionary and non-discretionary Private Wealth Management, PCS Advisor Model Portfolios, directly held American Funds F2 share portfolios, Investment Model marketplace, and a Third-Party Asset Manager (TPAM) platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.