Private Capital Management, LLC
Assets Under Management
$1.5B
Number of Clients
832
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$219.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PCM offers fiduciary investment advisory and financial planning to individuals, businesses, and institutions. Services include portfolio construction, monitoring, and tailored advice. PCM may recommend investments in private placement offerings. Financial planning covers retirement, investment management, risk, estate, tax, education, philanthropy, debt, business, and executive compensation planning.
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
Location
200 Fillmore Street, Ste 200, Denver, CO, 80206