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 $15.0M | 0.20% |
| $15M+ | 0.15% |
Fee Estimator
Fees are based on a standard fee schedule according to the investment discipline selected and are negotiable on a case-by-case basis. Fees are typically charged at the end of each calendar quarter. Clients are responsible for advisory fees regardless of investment gains or losses. PCA also manages certain accounts on pre-existing legacy fee schedules. When PCA serves as a sub-adviser, the primary adviser compensates PCA directly. Minimum account size is generally $10 million, but may be negotiated.
Areas of Practice
Advisor Information
Office location
1600 Market Street, Philadelphia, PA, 19103
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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Robert is a trustee and board member for a non-profit continuing care retirement community in Newton Square, PA, since 2018. This requires minimal time.