PCFO Capital is a registered investment advisor based in St. Charles, Illinois, providing ongoing portfolio management and financial planning services. PCFO Capital builds customized investment portfolios using fundamental analysis and modern portfolio theory, typically utilizing mutual funds, exchange-traded funds, fixed income securities, and individual equities. In addition to investment management, PCFO Capital offers comprehensive financial planning covering retirement, taxes, insurance, college savings, and debt management. The firm serves individuals and high-net-worth individuals, operating with a fiduciary duty to act in its clients' best interests.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $30.0M | 1.35% |
| $30.0M - $100.0M | 1.15% |
| $100M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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