Putman Capital Management (PCM) provides investment advisory services, including asset management and financial planning. PCM customizes investment portfolios based on your goals and risk tolerance. Financial planning covers tax, estate, retirement, education, and business planning. PCM also offers Required Minimum Distribution (RMD) services and financial education seminars. PCM works with individuals and families, including high-net-worth individuals.
Assets Under Management$14M
Clients22
Advisors1
Avg. per Client$620K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. PCM may recommend Dimensional Funds Advisors LP as a sub-adviser, which has additional fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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