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.
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