Private Capital Advisors (PCA) manages investment portfolios for high-net-worth individuals and institutions. PCA tailors its investment strategies to meet each client’s specific goals, risk tolerance, and legal constraints. PCA manages accounts on a discretionary or non-discretionary basis, focusing on capital appreciation, growth, income, or a combination. PCA may also act as a sub-advisor, managing portfolios for other investment advisors' clients.
Assets Under Management$1B
Clients256
Advisors1
Avg. per Client$4M
Avg. per Advisor$1B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $23.0M | 1.00% |
| $23M+ | 0.75% |
The above fee schedule shall apply to equity portfolios. However, for bond portfolios are charged a fixed 0.35% regardless of the amount of assets under management. All fees are negotiable. Fees may differ based on account size, strategy, and complexity among other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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