Peltoma Capital Partners (PCP) offers investment advice and financial planning to individuals, high net-worth individuals, and businesses. PCP is a fee-only firm, meaning it only gets paid by its clients. Services include wealth management (investment management, financial planning, and tax planning) and standalone investment management. PCP creates investment plans based on clients' goals and risk tolerance, and manages portfolios on a discretionary basis.
Assets Under Management$110M
Clients45
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.25% |
This schedule applies to Standalone Investment Management Services for individual clients. Wealth Management Services have a different fee structure. There is a minimum quarterly fee of $2,000 for Standalone Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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