Patel Capital Management (PCM) offers wealth management services, which include both investment management and financial planning. PCM provides ongoing investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. PCM primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. Clients can grant PCM authority to buy and sell securities on a discretionary or non-discretionary basis. PCM also provides financial plans at no additional fee, covering areas like net worth, cash flow, insurance, retirement, college, and estate planning. PCM may utilize outside managers and assists clients in selecting appropriate asset allocation models.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.20% |
Minimum annual fee is $7,500. If PCM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Fees are negotiable.