Portfolio Advisory Group manages investment portfolios and provides financial planning and investment consulting services. Founded in 1998 and led by David Sendi and Daniel Sendi, the firm tailors its services to meet the specific needs of individuals, retirement accounts, trusts, and businesses. Portfolio Advisory Group utilizes a fundamental method of analysis, building portfolios through long-term and short-term purchases as well as active trading depending on client goals. The firm offers both discretionary management, where the team makes trades on your behalf, and non-discretionary management, where you approve trades first. Clients receive regular quarterly reports detailing account performance and holdings. In addition to managing investments, Portfolio Advisory Group reviews financial conditions, offering guidance on retirement, cash flow, insurance, education funding, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may differ due to particular client circumstances or as negotiated. The schedule lists maximum rates for each tier.