Patient Capital Management, LLC

Fee-Only (% of Portfolio)

Patient Capital Management (PCM) offers investment management services to institutions, high net worth individuals, and private funds. PCM's strategies are value-driven and research-intensive, aiming to outperform benchmarks over the long term. PCM actively selects securities believed to be trading at a discount. PCM also provides model investment portfolios to other financial service firms.

Assets Under Management$2.1B
Clients7
AdvisorsN/A
Avg. per Client$300M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

PCM generally charges separate account clients advisory fees based on a percentage of the value of their account(s). Fees may be negotiable depending on the client's circumstances, scope of services, account size, service levels, and reporting arrangements. Clients also incur third-party brokerage commissions and other transaction costs, as well as additional costs related to custody, audit, legal, tax, and banking services.

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