Portia Capital Management (PCM) offers financial planning, tax preparation and planning, estate planning consultation, risk management, retirement planning, business succession planning, and investment management services. PCM serves high-net-worth families and individuals, as well as institutional clients like defined contribution plans, foundations, and endowments. PCM aims to help clients plan and manage their financial affairs by identifying goals and objectives and reviewing their assets, income, tax rates, retirement benefits, insurance, and estate planning documents.
Fee Structure
PCM's fees are based on the value of your portfolio and may include a minimum annual fee. The fees generally range from 0.50% to 1.00% per year, but are negotiated individually. The minimum fee for this service is $5,000, which equates to $500,000 under management. PCM bills quarterly in advance.