PCM Encore provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Financial planning covers business, cash flow, trust, estate, retirement, tax, education, and insurance planning. Investment management includes managing client assets among mutual funds, exchange-traded funds, individual securities, and independent investment managers. PCM Encore tailors its services to meet individual client needs.
Assets Under Management$1.2B
Clients20
Advisors7
Avg. per Client$62M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
PCM Encore may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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