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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:
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TYPE OF ACCOUNT |
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Balanced Accounts
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Young Enterprise Shares
|
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Assets up to $1 million |
1.25% |
1.5% |
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Assets up to $1-$5 million |
1.0% |
1.5% |
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Assets above to $5 million |
Negotiable |
Negotiable |
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Assets above to $25 million |
Negotiable |
Negotiable |
|
Assets above to $30million |
Negotiable |
Negotiable |
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