Pointe Capital Management (PCM) is a fee-only registered investment advisor offering investment management and retirement plan services. PCM tailors its services to individuals, families, high-net-worth individuals, institutional clients, retirement plans, trusts, estates, and charitable organizations. PCM does not offer financial planning services. PCM manages investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, exchange-traded funds (ETFs), and individual securities.
Assets Under Management$440M
Clients187
Advisors5
Avg. per Client$2.3M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable and may be modified based on the scope and complexity of services. The fee scale also applies to PCM’s 401(k) management services, but fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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