Portola Creek Capital (PCC) offers investment advisory services, including managing investment portfolios and providing financial planning and consulting. PCC can manage your investments with or without your prior approval for each transaction. PCC also offers financial planning services to help clients manage their financial resources based on their individual needs. Financial planning services are provided to portfolio management clients at no additional charge.
Assets Under Management$67M
Clients15
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...