PDM Investment Services offers portfolio analysis, design, and management, along with financial advice on planning, goals, risk, investments, and tax guidance. They also provide administrative services such as opening accounts and processing rollovers. Their investment strategy is based on the Focused Growth Investor Newsletter and they use no-load mutual funds, ETFs, and stocks in their portfolios.
Assets Under Management$33M
Clients30
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are based on the sum of portfolios managed for a family. Fees may vary from schedule for prior clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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