Private Capital Asset Management (PCAM) provides investment advice and manages portfolios for high-net-worth individuals and institutions. PCAM tailors its investment strategies to meet each client's specific goals, risk tolerance, and legal constraints. PCAM determines a client’s objectives, time horizons, risk tolerance, and liquidity needs through personal discussions. PCAM manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$12M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $23.0M | 1.00% |
| $23M+ | 0.75% |
The above fee schedule shall apply to equity portfolios. However, for bond portfolios they are charged a fixed 0.35% regardless of the amount of assets under management. All fees are negotiable. Fees may differ based on account size, strategy, and complexity among other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.