Fees

Fees

 

Our fees are upfront and transparent, charged as a percentage of assets under management (AUM). This means when your wealth grows, so does ours. And if it shrinks, we share in the pain.

Our investment decisions are influenced only by our desire to protect and grow your assets. We do not sell products, we do not accept commissions, and we do not accept referral fees. You pay a flat fee for our entire spectrum of wealth management services. 

PCMA's Annual fee schedule (billed quarterly in advance):

Standard Brokerage Accounts


​ProSelect 401(k) Accounts

 

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