Pro:act Capital Management (PCM) provides ongoing investment management services tailored to individual client needs. PCM creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance to guide portfolio selection. PCM may request authority to make trades without asking first. Clients can place restrictions on investments, but PCM may end the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$17M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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