PSI Capital Management

Wealth Management Firm in Hanover, PA

Firm Info
Address: 195 Stock St STE 124, Hanover, PA 17331, USA
Phone: (717) 633-9541

Firm Size
Assets Under Management: $262.4 million
# of Advisors: 5
# of Clients: 1,173
Client to Advisor Ratio: 235:1
Average Account Size: $223,673
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Psi Capital Management Overview

PSI Capital Management is a Fee Only registered investment advisory firm headquartered in Lancaster, PA. The company has been in business since 2018 and specializes in providing investment advice. PSI Capital Management's service offerings include financial planning, portfolio management for individuals & small businesses, portfolio management for businesses or institutional clients, and pension consulting services. As a Fee Only firm, PSI Capital Management makes money solely from the fees paid by clients for their services. This means they do not receive any commissions or other forms of compensation for their advice, ensuring they are always acting in the best interests of their clients. With a focus on providing investment advice only, PSI Capital Management is committed to helping clients achieve their long-term financial goals. They offer a wide range of services tailored for individuals, small businesses, and institutional clients. Overall, PSI Capital Management is a trustworthy and reliable investment advisory firm that provides personalized advice and support to help clients achieve their financial objectives. They are dedicated to building long-term relationships with their clients and providing best-in-class investment solutions.

PSI Capital Management is a renowned firm that serves a variety of clients, ranging from individual investors to high net worth individuals and charitable organizations. They provide tailored investment solutions to clients, based on their unique financial goals and investment objectives. Regardless of the client's investment experience or financial background, the experienced team at PSI Capital Management provides personalized investment advice that aims to meet their specific needs. In terms of fee structures, PSI Capital Management offers a range of pricing models that are tailored to different investment services. For clients seeking wealth management services, the firm charges a percentage of the assets under management (AUM). Another pricing model available is an hourly fee structure for clients who require a more limited engagement or project-based services. Finally, for some services, PSI Capital Management offers fixed fees. The firm is transparent with their pricing, offering clients a clear breakdown of services and related costs. Overall, clients of PSI Capital Management can expect a range of fee structures that provide flexibility and transparency, enabling them to select the pricing model that best suits their investment needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in PSI Capital Management's Part 2 Brochure, the firm generally imposes a minimum portfolio size of $100,000 for investment management services and $200,000 for participation in the Program. This means that clients are required to invest at least $100,000 to use the firm's investment management services, while an investment of at least $200,000 is required to participate in the Program. However, for clients with portfolios less than $100,000, the firm offers its consulting services. The Part 2 Brochure does not mention any other information regarding investment minimums for PSI Capital Management.

How This Office Can Help Hanover, PA Residents

PSI Capital Management is a financial advisory firm that provides investment management and financial planning services to clients in Hanover, PA. The firm's goal is to help clients achieve financial independence and security by developing personalized strategies that are tailored to their individual needs and goals. Specifically, PSI Capital Management assists clients in Hanover, PA by addressing common financial concerns such as retirement planning, investment management, tax planning, estate planning, risk management, and wealth preservation. One of the challenges that someone living in Hanover, PA might be facing is retirement planning. Retirement planning is critical because it involves determining how much money you will need to live comfortably in retirement and identifying the best sources of income to meet your retirement needs. PSI Capital Management works with clients to develop retirement plans that are customized to their unique circumstances, goals, and lifestyle needs. By providing clients with sound financial advice and guidance, PSI Capital Management helps them navigate the complex world of retirement planning and make informed decisions that will ultimately help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Psi Capital Management, visit their Part 2 Brochure.

Services Offered by Psi Capital Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Psi Capital Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 195 Stock St STE 124, Hanover, PA 17331, USA
Phone (717) 633-9541
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 147 NORTH SHIPPEN STREET, LANCASTER, PA 17602, United States

This firm has no other locations.

State Registrations

Psi Capital Management is registered to service clients in the following states:

  • Florida
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Psi Capital Management does not have any disclosures. Please visit it's Form ADV for more details.