Horace Trueblood
Horace Trueblood is a registered investment advisor at Private Management Group INC, based in Orange, CA, with 47 years of industry experience. Horace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,461 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances.
Fee Estimator
Location
Orange, CA
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Regulatory History (1)
Regulatory
February 1992Other Business ActivitiesSells Insurance
Horace is the 100% owner of Trueblood & Assoc., an insurance sales and service business. He is not spending any time on new insurance sales.
Employment History
Current Registrations
Private Management Group INC
Previous Registrations
Regency Securities, INC.Broker
Manulife Financial Securities LLCBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Manequity, INC.Broker
Empire Securities of Southern CalfBroker
Empire Securities Corporation of Southern CaliforniaBroker
Empire Securities CORP of CaBroker
State Registrations1 state
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.