Herman Lall
Herman Lall is a registered investment advisor at Pcg Wealth Management, based in Overland Park, KS, with 30 years of industry experience. Herman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.
Location
5700 W. 112th Street,, Suite 120, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Herman provides investment advisory services through PCG Wealth Advisors, LLC and PCG Wealth Management, spending about 10-20% of his time on these activities. He also sells life insurance and long-term care products through Crump Life Insurance Services, dedicating minimal time to this.
Employment History
Current Registrations
Pcg Wealth Management
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.