Peattie Capital Management (PCM) creates and manages investment portfolios for clients based on their individual needs. PCM primarily uses stocks and related securities. PCM uses both fundamental analysis of companies and a broad view of the economy to make investment decisions. PCM can quickly change portfolios based on new information and may use short selling and other strategies. Portfolios are usually concentrated in a small number of holdings.
Assets Under Management$39M
Clients20
Advisors1
Avg. per Client$2M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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