Private Management Group (PMG) offers investment supervisory services, building and managing portfolios based on client input on risk and return. PMG adjusts long-term strategies with tactical decisions based on current market opportunities. PMG's mission is to allocate capital in line with client objectives, fostering long-term relationships and professionally managing investments while considering risk.
Assets Under Management$4.5B
Clients3,461
Advisors27
Avg. per Client$1.3M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
27 Advisors at this firm
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