PNC Capital Advisors provides taxable fixed income discretionary investment advisory services primarily to institutional clients through separately managed accounts. The firm also serves as a sub-adviser to affiliates and third parties, and offers custom fixed income management capabilities tailored to specific client investment policies, permissible investments, and portfolio parameters. Investment strategies include enhanced cash, short term income, ultra-short bonds, short duration, intermediate aggregate, intermediate government and credit, core bond, core plus, liability hedging, specialized solutions, and high yield. The firm does not provide investment management or financial planning services to individual retail investors, requiring substantial account minimums typically starting at $10 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100M+ | 0.18% |
Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.