PSC Financial provides financial planning, consulting, and investment management services. Financial planning covers business, cash flow, estate, insurance, retirement, charitable giving, death/disability, and tax planning. Investment management involves managing client portfolios with mutual funds, ETFs, individual securities, REITs, and independent investment managers. PSC Financial tailors its services to each client's needs and objectives.
Fee Structure
PSC Financial charges an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous billing period. The firm may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.