Portland Global Advisors (PGA) manages investment portfolios for high-net-worth individuals, trusts, retirement plans, and charitable accounts. PGA also offers consulting services, advising clients on selecting other investment advisors and overseeing their assets. PGA works with clients to create personalized investment strategies based on their goals, risk tolerance, and other factors. PGA does not maintain physical custody of client assets.
Assets Under Management$1B
Clients291
Advisors11
Avg. per Client$3.5M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Management fee is negotiable at the discretion of PGA based on a combination of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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