Portafolio Capital Management (PCM) manages investment portfolios for various clients, including high-net-worth individuals, families, and organizations. PCM uses stocks, bonds, and cash to manage investments based on each client's risk and return preferences. Clients can choose from different portfolio types. PCM provides quarterly reports and encourages frequent communication between clients and their portfolio manager. Financial plans are produced upon request at no additional fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. The rates shown are for the Tactical Equity Sector Rotational Strategy, Alpha Seeking Long-Term Growth Strategy, and Conservative Allocation Strategy. The brochure also lists fees of 1.25% and 1.00% for accounts up to $5,000,000 and accounts above $5,000,000.01, respectively, for the Equity Sector Rotational Strategy and Alpha Seeking Long-Term Growth Strategy.