Psi Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$2,500

“These fees are negotiable, but generally range from $1,000 - $2,500 on a fixed fee basis and/or up to $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Psi Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Generally, PSICM requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Our annual fee may alternatively be billed and payable quarterly in arrears based on the value of your account on the last trading day of each calendar quarter.”

How Psi Capital Management’s fees compare

• Its flat or project fee of $1,000-$2,500 is below the Pennsylvania median of $3,650. 25% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Lancaster that publish a flat or project fee charge less.

About Psi Capital Management

• Firm size: 11 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

503

Employees

11

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$384,836,994

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117105

Website

facebook.com/PSICapitalManagement (opens in new tab)

Phone

(717) 207-7123

Can advise clients in 6 states: Florida, Maryland, North Carolina, Pennsylvania, Texas, Virginia

Other planners in Lancaster that publish fees

• Atwater MalickLancaster$500
• Carriage Hill Investment Associates LLCLancaster$250/hr
• Chestnut Street Investment Counsel, LLCLancaster$250⁠-⁠$350/hr, $500⁠-⁠$5,000
• Cool Creek FinancialLancaster$200/hr, $1,000⁠-⁠$2,000
• Evenkiehl, LLCLancaster$500⁠-⁠$1,000, $208⁠-⁠$375/mo
• Fident Financial, LLCLancaster$3,000⁠-⁠$6,500, $500/mo

Compare all 27 planners in Lancaster