Advisor at Pennsylvania Capital Management Inc.
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Firm
Pennsylvania Capital Management Inc.
Location
Huntingdon Valley, PA 19006
Credentials
CFP®, Series 65
Industry experience
8 years
Christopher Mallon is a CFP® with eight years of industry experience, currently serving at Pennsylvania Capital Management Inc. since 2018. Prior to this, he worked at Hobbs Group Advisors, LLC, and spent four years at the University of South Carolina. Pennsylvania Capital Management provides investment consulting, portfolio management, financial planning, and access to private funds and automated strategies for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs individualized asset allocations implemented through various vehicles and offers tactical allocation services and automated rebalancing platforms.
Based on Pennsylvania Capital Management Inc.
Based on Pennsylvania Capital Management Inc.
Financial planning and consulting services at negotiated fixed fee based on complexity and time estimates
$0 - $5,000,000: Investment Consulting Services: 1.50% down to 0.75% $0 - $5,000,000: Investment Management Services: 1.35% down to 0.50% $0 - $5,000,000: Tactical Asset Management Services: 1.95% down to 1.30% $5,000+: PCM Automated Strategies (PCMAS): 1.0% up to 1.5%
Up to $750 per hour for senior planners; $275 per hour for associate planners; administrative charges up to $125 per hour, plus expenses
Account minimum: $1,000,000 Fee-only: Fee-only basis for PCM Automated Strategies (PCMAS); no commissions or other fees paid to Schwab by clients
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
Pennsylvania · Texas
Pennsylvania Capital Management
2018 - Present (8 years)
Hobbs Group Advisors, LLC
2016 - 2018 (2 years)
Hobbs Group Advisors, LLC
2015 - 2016 (1 year)
University of South Carolina
2012 - 2016 (4 years)
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