Steven Tarr is a CFP-designated registered investment advisor at Private Capital Management, based in Naples, FL, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 415 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
PCM charges a management fee based on the value of your account, charged quarterly. The fee may be negotiable for significant relationships.
For the Value Focus Strategy, there are two options:
- 1% per year
- 0.75% per year plus a 5% performance fee subject to an 8% hurdle.
For the Value Equity Strategy, the standard fee is 1% per year. If the initial funding is less than $1 million, the fee will not exceed 1.5% per year and may be lower.
Wealth advisory clients pay a flat fee that generally does not exceed 1.25% per year, which may vary based on account size and other factors. This fee is in addition to any fees charged by ETFs or third-party managed strategies.
Location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
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Regulatory 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 →Employment History
Current Registrations
Private Capital Management
Carnes Capital CorporationBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.