P/E Capital Investment Management Partners provides investment advice and access to investment products. P/E Capital manages investment portfolios based on client goals and risk tolerance. The firm offers discretionary investment management programs, including portfolios with mutual funds, exchange-traded funds (ETFs), and publicly traded stocks. P/E Capital also offers educational seminars and retirement investment workshops.
Assets Under Management$10M
Clients150
Advisors1
Avg. per Client$67K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
P/E Capital offers investment management services with fees based on the value of your portfolio. Here's a breakdown of the fees for different programs:
- Managed Investment Portfolios with Charles Schwab: 2.4% annually, billed every 60 days at 0.04% of the portfolio value.
- Fund of Funds Program with Ameritas: 1.8% on assets up to $250,000, 1.50% on assets from $250,001 to $1,000,000, and 1.00% on assets above $1,000,000. A minimum annual fee of $50 may apply.
- Technology Growth Hedge Investment Program with Interactive Brokers: 2.4% annually, charged daily. There's also a revenue share of 50% of realized credit options revenue, billed quarterly.
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