Passive Capital Management (PCM) offers investment management services to clients, customizing advice to individual investment objectives and financial needs. PCM constructs portfolios using passively managed index and asset class funds, rebalancing quarterly. PCM also provides retirement plan advisory services to retirement plans and plan sponsors, assisting them in meeting their fiduciary obligations. PCM does not offer tax or legal advice but will work with a client's existing professionals.
Assets Under Management$1B
Clients424
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable when an Investment Adviser Representative had a relationship with a client through a previous employer. The Adviser may also negotiate fees based upon additional business opportunities, family relationships and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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