Piedmont Capital Management (PCM) offers investment management services on a discretionary basis, using mutual funds, ETFs, and other securities. PCM may also provide financial consulting and advice alongside investment management. PCM manages client assets in separately managed accounts and the Piedmont Partners Fund. PCM aims to protect client capital and provide reasonable growth through various market conditions, emphasizing active management across asset classes.
Assets Under Management$410M
Clients99
Advisors3
Avg. per Client$4.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for amounts over $50 million. Separate account managers may charge an additional 0.30% - 1.30%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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