Private Management Group INC
Assets Under Management
$4.5B
Number of Clients
3,461
Number of Advisors
24
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$188.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Private Management Group (PMG) offers investment management services, building and managing portfolios based on client input regarding risk and return. PMG adjusts portfolios using both long-term strategies and short-term tactical decisions. PMG's mission is to allocate capital in line with client objectives, focusing on building long-term relationships and professionally managing capital while considering risk. PMG provides quarterly statements with asset allocation, return, and holding information, as well as tax reports. Clients retain ownership rights to their assets and can contact their custodian for third-party verification.
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
Areas of Practice
Location
15635 Alton Parkway, Suite 400, Irvine, CA, 92618