Process Design Capital Management (PDCM) offers investment advisory services to individuals and high-net-worth individuals, focusing on securities like mutual funds, bonds, equities, and ETFs. PDCM creates personalized investment strategies based on client goals, risk tolerance, and time horizon. PDCM also offers financial planning services to portfolio management clients at no additional cost. PDCM may direct clients to third-party managers and is compensated via a fee share.
Assets Under Management$78M
Clients79
Advisors4
Avg. per Client$990K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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