Overview
- Headquarters
- Lancaster, PA
- Total Firm Assets
- $385 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: PSI CAPITAL MANAGEMENT PART 2A DISCLOSURE BROCHURE (2026-03-18)
· View brochure text
Latest filing: PSI CAPITAL MANAGEMENT WRAP PROGRAM APPENDIX 1 WRAP FEE BROCHURE (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.15% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $47,500 | 0.95% |
| $10 million | $85,000 | 0.85% |
| $50 million | $385,000 | 0.77% |
| $100 million | $760,000 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 59.70%
- Number of High-Net-Worth Clients
- 94
- Total Client Accounts
- 1,414
- Discretionary Accounts
- 1,407
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 117105
- PSI CAPITAL MANAGEMENT PART 2A DISCLOSURE BROCHURE (2026-03-18) (fee schedule source) · View brochure text
- PSI CAPITAL MANAGEMENT WRAP PROGRAM APPENDIX 1 WRAP FEE BROCHURE (2026-03-18) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗