Pearl Capital Management provides financial planning and investment management services tailored to individual client needs. Financial planning is offered across four tiers, from foundational guidance to integrated family office solutions. Investment management is provided on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Pearl Capital Management requires a minimum of $250,000 to manage investments, but this may be waived.
Fee Structure
Pearl Capital Management offers investment management services for an annual fee that varies between 0% and 2.00% of the assets they manage. The specific fee is negotiable and depends on the size and composition of your portfolio, as well as the services you need. The fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.