Proactive Capital Management (PCM) provides investment management and financial planning services. PCM creates investment strategies based on your goals, risk tolerance, and time horizon. PCM also offers financial planning covering wills, estate plans, investments, taxes, retirement, and college planning. PCM also provides services to retirement plans, acting as either a 3(21) or 3(38) advisor.
Assets Under Management$170M
Clients272
Advisors2
Avg. per Client$630K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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