Pcb Capital Fees & Minimum

Overview

Headquarters: East Brunswick, NJ
Total Firm Assets: $185 million
Average High-Net-Worth Client Portfolio Size: $0.9 million

Fee Disclosure

Source: ADV PART 2A BROCHURE SUPPLEMENT (2026-05-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$5,000,000	1.25%
$5,000,001	$10,000,000	1.00%
$10,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$65,000	1.30%
$10 million	$115,000	1.15%
$50 million	$415,000	0.83%
$100 million	$790,000	0.79%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 34.61%
Number of High-Net-Worth Clients: 68
Total Client Accounts: 597
Discretionary Accounts: 597

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 309784

ADV PART 2A BROCHURE SUPPLEMENT (2026-05-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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