Poehling Capital Management, INC.
Assets Under Management
$489.3M
Number of Clients
432
Number of Advisors
5
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$97.9M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Poehling Capital Management (PCM) offers financial planning and investment management to individuals, high-net-worth individuals, trusts, pension and profit-sharing plans, and charitable organizations. PCM provides investment strategy, portfolio management, financial planning, and estate planning. PCM generally requires a minimum account size of $250,000 for its core investment management services.
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...
Location
525 Junction Road, Suite 8900, Madison, WI, 53717