Partners Capital Management (PCM) offers personalized financial planning and investment management. PCM helps clients with financial goal setting, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. PCM is a fee-only firm and does not sell financial products or accept commissions. Investment advice is provided with the client making the final decision. PCM uses the AssetMark platform.
Assets Under Management$30M
Clients29
Advisors1
Avg. per Client$1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Minimum annual fee is $5,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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