Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,744,226,719
Total clients
127
52% high-net worth
Total advisors
7
of 14 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
18
Average account size
$13,734,069
PCM Encore provides financial planning, consulting and discretionary wealth management to individuals, trusts, estates, charities and business entities, including high-net-worth households. Its services include tax-aware portfolio strategies, portfolio management using mutual funds and ETFs, allocation to individual securities and private placements, use of Independent Managers, and an elective affiliated tax-planning platform (PCM Tax).
The firm constructs tailored, long-term portfolios grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and tax efficiency while favoring low-cost passive funds where appropriate and employing active managers selectively. PCM Encore also offers Direct Indexing through a PIMCO sub-advisory relationship, supports held-away account management via Pontera, and recommends private investments such as exchange funds and private credit when suitable.
PCM Encore’s scale and structure are notable for a team firm: it reports roughly $1.74 billion in discretionary AUM across seven advisors and operates multiple offices, which is an uncommon footprint for peers. The brochure discloses a network of affiliated investment and holding entities and an affiliated tax platform (each identified as potential conflicts of interest), and the firm describes custodial relationships and a 10-basis-point custodial relationship fee arrangement that can affect platform services and execution.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $250,000,000: 0.25% Above $250,000,000+: 0.20%
Certain Access Persons offer insurance products under separate commission-based arrangements
Minimum fee: Financial planning and consulting fees range from $1,000 to $5,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting from $1,000 to $5,000 (negotiable)
PCM Encore, LLC
520 E Cooper Ave., Ste. 7 C
Aspen CO 81611, United States
Number of offices
8
California · Colorado · Florida · New Hampshire · New York · North Carolina · Oklahoma · Texas · Virginia · Washington
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Aspen, CO
PCM Encore, LLC
CFP®, ChFC®, Series 65
Dallas, TX
PCM Encore, LLC
Series 63, Series 65
Midlothian, VA
PCM Encore, LLC
Series 63, Series 65
Tampa, FL
PCM Encore, LLC
CFP®, Series 63, Series 65
Charlotte, NC
PCM Encore, LLC
Series 65
Bellevue, WA
PCM Encore, LLC
Series 65
Aspen, CO
PCM Encore, LLC
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