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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated on a client-by-client basis.
Fee Estimator
PCM typically charges a percentage of assets under management, with fees negotiated on a client-by-client basis considering factors like services provided, client type, and account size. Clients may also negotiate a flat fee or a liquidity management fee schedule. Some clients are subject to legacy fee arrangements that can exceed 1% annually. The standard AUM fee schedule is: 1.00% on the first $1,000,000, 0.90% on the next $1,000,000, 0.75% on the next $3,000,000, and 0.50% on all remaining assets.
Areas of Practice
Advisor Information
Office location
200 Fillmore Street, Ste 200, Denver, CO, 80206
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Peter is a director for the Bradburn Townhomes HOA since 2016, involving management company oversight and annual association planning. This requires a few hours per week, with minimal time during trading hours.