PFS Capital provides investment advice to individuals, small businesses, and institutional clients. PFS Capital assesses each client's financial situation to determine the appropriate investment strategy. The firm offers discretionary and non-discretionary investment programs with model portfolios that may include various securities. PFS Capital does not participate in wrap fee programs.
Assets Under Management$2.1K
Clients1
Advisors1
Avg. per Client$2.1K
Avg. per Advisor$2.1K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may be higher or lower based on the account's nature and the level of discretion granted to PFS Capital.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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