Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM charges management fees for value equity and wealth advisory accounts based on the account value. Value Focus Strategy has two fee options: 1% per year or a base fee of 0.75% plus a 5% performance fee. Wealth advisory fees generally do not exceed 1.25% per year and may vary. PCM's minimum account size for separately managed Value Focus or Value Equity Strategy portfolios is $1 million. Wealth advisory accounts are evaluated on an account-specific basis.
Areas of Practice
Advisor Information
Office location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
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.
Learn about disclosures →Other Business Activities
Max's spouse owns and operates Reveles Travel, LLC, a travel agent business, and Max is listed as an officer. He has no day-to-day involvement and devotes minimal time to the business, acting as a secondary authorized signer.