Porter Avenue Capital Management (PACM) provides ongoing portfolio management based on individual client goals and risk tolerance. PACM creates investment plans and manages investments in mutual funds, stocks, bonds, ETFs, and real estate. PACM also offers financial planning services covering investment planning, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$11M
Clients81
Advisors1
Avg. per Client$130K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | 2.50% |
| $15K - $20K | 2.00% |
| $20K - $25K | 1.50% |
| $25K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. For portfolios capped at $1,000,000, the annual fee is a flat $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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