Pca Investment Advisory Services, INC.
PCA Investment Advisory Services offers investment advice and consulting. While their primary clients are retirement plans, they also serve individuals, trusts, estates, and charities. Services include creating investment policies, selecting investments, monitoring performance, and employee communication. They also offer financial planning services and managed account services.
Fee Structure
PCA Investment Advisory Services offers investment advisory services where fees are charged as a percentage of your portfolio, generally ranging between 0.05% and 0.75% annually. The specific fee depends on the amount of assets managed and the scope of services provided. If PCA acts as an ERISA Section 3(38) consultant, an additional fee ranging from 0.01% to 0.25% per year will apply.