PlanMember Asset Management Corporation (PAMC) provides investment advisory services, both discretionary and non-discretionary, to individuals, institutions, trusts, and retirement plans. PAMC gathers client information to determine financial situations and investment objectives, allowing clients to set reasonable restrictions on their accounts. PAMC will contact clients quarterly and annually to check for any changes in their financial situation or investment objectives. Clients receive confirmations and quarterly statements from the custodian/brokerage firm, as well as quarterly performance reports from PAMC.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are negotiable for amounts over $5,000,000. This schedule is for non-discretionary accounts. Discretionary accounts have a different fee schedule.