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Introduction

Investment Process

Young Enterprise
Shares

General Account
Information

Contact

YES Accounts

Princeton Capital Management is always available to meet with clients and to be responsive to their questions or concerns. Each account is individually managed and we operate within the goals and objectives set by each Client. PCM meets periodically with each Client to discuss his/her account and to review and to update the Client’s goals and objectives.

Princeton Capital Management does not perform custodial services.  Rather, accounts are held at a brokerage firm or a bank of a Client’s choice. Clients receive a monthly statement from the bank or brokerage house, and PCM sends each Client a detailed quarterly report on the portfolio. PCM can also arrange with most major brokerage houses for Clients to be able to review their account online.  The minimum account size is $350,000. The fee schedule is:

Fee Schedule

TYPE OF ACCOUNT

Balanced Accounts

Young Enterprise Shares

Assets up to $1 million

1.25%

1.5%

Assets up to $1-$5 million

1.0%

1.5%

Assets above to $5 million

Negotiable

Negotiable

Assets above to $25 million

Negotiable

Negotiable

Assets above to $30million

Negotiable

Negotiable

47 Hulfish Street (at Palmer Square), Princeton, New Jersey 08542
Telephone: (609) 924-6867 • Fax: (609) 921-9502 • E-mail: [email protected]