Assets Under Management
$4.5B
Number of Clients
3,461
Number of Advisors
24
Average Client AUM
$1.3M
AUM per Advisor
$188.2M
Compensation
Fee-Only (AUM)
PMG offers investment supervisory services, building portfolios based on client risk and return objectives. Tactical decisions may cause deviations from long-term strategies. They manage assets on a discretionary basis, aiming to allocate capital according to client objectives and risk profiles. The firm emphasizes long-term relationships and professional capital supervision.
| Assets Under Management | 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.
15635 Alton Parkway, Suite 400, Irvine, CA, 92618