Pro Capital LLC offers portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide portfolio selection. Pro Capital also provides consulting services to pension and employee benefit plans, including 401(k) plans. PCL primarily recommends equities, but may use other securities to diversify portfolios.
Assets Under Management$64M
Clients85
Advisors2
Avg. per Client$750K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.35% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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