Peirce Capital Management (PCM) manages investment portfolios for individuals, high net worth individuals, trusts, retirement plans, charities, and businesses. PCM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. PCM primarily recommends portfolios of passively managed asset class and index mutual funds. PCM may also use third-party money managers. PCM also consults with clients on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Assets Under Management$460M
Clients148
Advisors5
Avg. per Client$3.1M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.45% |
Account relationships with less than $1,000,000 in assets under management will only be accepted on an exception basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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