Permanent Capital Management provides wealth management services to high net worth individuals, trusts, estates, and family offices. Services include investment advisory, consulting, and discretionary or non-discretionary investment management. Permanent Capital may use unaffiliated money managers or investment advisors and will oversee the client's investment allocation and overall investment performance. The firm's investment strategies are primarily long-term focused.
Assets Under Management$740M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$740M
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Investment advisory fees typically range up to 0.75% annually based on several factors. The Advisor can choose to offer its investment advisory services on a flat fee basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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