Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
PCM charges fees based on a percentage of assets under management, hourly rates, or fixed fees. Financial planning fees range from $2,000 to $8,000 and are negotiable. Retainer services range from $1,500 to $5,000 annually. The hourly rate for limited scope engagements is $250. The minimum annual fee for an Investment Management Agreement is $5,000 and is negotiable. The minimum annual Advisory Service Agreement fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Areas of Practice
Advisor Information
Office location
Colorado Springs, CO
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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