Port Capital Management (PCM) offers investment advice to individuals and high net worth individuals. PCM creates customized investment strategies based on your goals, risk tolerance, and financial situation, primarily using low-cost, diversified mutual funds and exchange-traded funds (ETFs). PCM acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The investment advisory fees range from 0.70% to 1.50% annually based on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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