Assets Under Management
$3.7B
Number of Clients
7,096
Number of Advisors
99
Average Client AUM
$519K
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
PCA provides financial planning, consulting, and investment management services. They also operate as a TAMP, sub-advisor, co-advisor, and fund strategist for other advisors. Services include model portfolios, separately managed accounts, and access to third-party managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145