Pulver Capital Management (PCM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. PCM creates an Investment Policy Statement for each client to guide investment decisions. PCM may request authority to make trades without asking first. PCM does not limit its advice to specific investments and may use various securities to diversify portfolios.
Assets Under Management$82M
Clients7
Advisors2
Avg. per Client$12M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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