Assets Under Management
$1.5B
Number of Clients
832
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$219.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Private Capital Management (PCM) offers fiduciary investment advisory and financial planning services to individuals, businesses, corporate plans, charities, trusts, and estates. PCM constructs diversified portfolios using mutual funds, ETFs, stocks, bonds, and private investments, tailored to client needs. Financial planning covers retirement, investments, risk, estate, tax, education, debt, and business planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated on a client-by-client basis.
200 Fillmore Street, Ste 200, Denver, CO, 80206