Professional Planning Group (PPG) offers investment advisory services, including discretionary and non-discretionary investment management, and financial planning services. PPG also provides educational workshops and seminars. PPG serves individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations. PPG offers the Ambassador program where they manage the investment portfolio. They also participate in Freedom and RJCS, both wrap fee programs where RJA manages the investment strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
A portion of the asset-based advisory fee is paid to RJFS and RJA for administrative services. Asset-based advisory fees and account minimums may be negotiable depending on the client’s unique situation.