Prestige Capital Management (PCM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. PCM may create an Investment Policy Statement for each client. PCM generally limits its investment advice to mutual funds, fixed income securities, and equities. PCM requests authority to make trades without asking first. PCM also manages accounts that are billed performance-based fees.
Assets Under Management$23M
Clients1
Advisors2
Avg. per Client$23M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified investors will also pay up to a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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