Poehling Capital Management, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Poehling Capital Management (PCM) offers financial planning, estate planning, and investment management services. PCM works with individuals, high-net-worth individuals, trusts, pension and profit sharing plans, and charitable organizations. PCM provides discretionary and non-discretionary investment management services. PCM's services include investment strategy and portfolio management. PCM requires clients to inform them of any changes to their financial situation, investment objectives, or risk tolerance.
Assets Under Management$590M
Clients435
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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