Prime Capital Equities (PCE) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. PCE creates an Investment Policy Statement for each client to guide investment selection. PCE primarily invests in mutual funds, equities, bonds, ETFs, REITs, and government securities. PCE also offers services to retirement plan sponsors.
Assets Under Management$50M
Clients47
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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