Pricap Advisors LLC

Fee-Only (% of Portfolio)

PriCap Advisors provides investment advice and manages portfolios primarily invested in corporate fixed income securities. For some clients, PriCap may also invest in equities and mutual funds. PriCap focuses on selecting fixed income securities from corporations with below-investment-grade credit ratings, diversifying by issuer and industry to reduce risk. PriCap tailors its advisory services to the individual needs of clients.

Assets Under Management$41M
Clients22
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

PriCap Advisors charges a quarterly fee based on the value of your investments. The fee is calculated in advance, based on the total market value of the assets in your account on the first day of each quarter. If you add money to your account or start a new account during the quarter, the fee will be adjusted accordingly. If you withdraw money, you'll receive a refund for the unused portion of the fee. PriCap may also charge a performance-based fee in the future, based on a share of the capital gains or appreciation of your investments.

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Pricap Advisors LLC | TrueAdvisor