Private Capital Management, based out of Naples, FL, is a trusted local investment advisory firm with a strong track record in managing wealth. With over 80 individual clients and a remarkable $956,459,000 in assets under management, they have established themselves as a leading player in the industry. Operating from two offices, Private Capital Management exclusively manages discretionary assets, ensuring flexibility and agility in their investment strategies.
The firm's compensation structure offers various options, including a percentage of assets under management and performance-based fees, aligning their interests with the s...
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Assets Under Mgmt
$956.46M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
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