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 charges fees based on a percentage of assets under management. Fees are negotiable and can vary based on services, client type, asset classes, relationship, account size, and related accounts. Clients may negotiate a flat fee or a liquidity management fee schedule. Some clients are subject to legacy fee arrangements that can exceed 1% annually. Additional services may be charged separately. Clients should review their invoices and custodial statements to ensure billing practices are consistent with their agreement.
Areas of Practice
Advisor Information
Office location
899 Island Park Drive, Daniel Island, SC, 29492
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
Steven is a board member of the CFA Society of South Carolina and The Formation Project. These activities are not investment or insurance related.