Retain PCM To Manage Your Investments

  1. Read our ADV Disclosure Document. We charge 3% annually of the assets under management. We do not charge a fee on private stocks or private real estate investments held in your account.
  2. Fill in the PCM Investor Risk Questionnaire to establish the right asset allocation for your account.
  3. Fill in your Investment Policy Statement (IPS) that is attached as Amendment A to our Investment Advisory Agreement.
  4. Sign the Investment Advisory Agreement.
  5. Select the back-office custodian where your assets will be held. We use either Folio Institutional or TD Ameritrade Institutional.
  6. Transfer assets from your existing investment accounts or fund the new advisory account with other funds.

Questions? Call Laurie Thomas Vass, 919 975 4856