Parsons Capital Management (PCM) offers investment advice and manages investment portfolios for clients. PCM works with clients to understand their financial goals, income needs, risk tolerance, and tax situation. PCM manages portfolios that may include stocks, bonds, exchange traded funds, and mutual funds. PCM also provides consulting services related to financial planning, tax issues, or estate planning. PCM may charge a separate fee for special projects or standalone planning engagements.
Assets Under Management$2.1B
Clients740
Advisors14
Avg. per Client$2.8M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may vary and may be negotiable depending on a client’s unique situation. 0.80% per year for charitable accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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