PCB Capital provides wealth management services, including financial planning and investment management, to individuals, high net worth individuals, and small businesses. Financial planning covers areas like cash flow, investments, taxes, insurance, estate, retirement, and education. Investment management is offered on both discretionary and non-discretionary bases, primarily using mutual funds, exchange-traded funds (ETFs), and independent managers. PCB Capital monitors the performance of these independent managers.
Assets Under Management$180M
Clients358
Advisors2
Avg. per Client$520K
Avg. per Advisor$92M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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