Private Client Asset Management (PCAM) offers investment and financial planning services. PCAM manages portfolios based on each client's goals, using a tactical allocation strategy to reduce risk and improve performance. They invest in various securities, including stocks, bonds, mutual funds, and government securities. PCAM does not take custody of client funds.
Assets Under Management$180M
Clients244
Advisors2
Avg. per Client$740K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...