PB Capital offers investment advice to individuals. The firm creates portfolios using stocks, bonds, exchange traded funds, and other securities. Portfolios are tailored to each client's needs and goals, and are monitored and rebalanced regularly. PB Capital acts as a fiduciary, meaning it is legally required to act in the client's best interest.
Assets Under Management$34M
Clients185
Advisors1
Avg. per Client$180K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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