Pacific Crest Asset Management (PCAM) provides portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. PCAM creates an Investment Policy Statement for each client, outlining their income, tax levels, and risk tolerance. PCAM may purchase fixed income securities, equities, and ETFs to diversify portfolios. PCAM requests authority to make trades without asking first, but clients can set restrictions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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