Portfolio Advisory Group offers investment advisory services, managing client money based on individual needs and objectives, on both discretionary and non-discretionary bases. They also provide investment consulting, reviewing portfolios and offering recommendations. Additionally, they offer financial planning services covering retirement, cash flow, insurance, education, and estate planning, available annually or upon request.
Assets Under Management$100M
Clients64
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio Advisory Group charges a percentage of your portfolio annually for investment advisory services. The exact percentage depends on the amount you invest:
- $1 to $100,000: 1.00% to 2.00% per year
- $100,001 to $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.75% to 1.50% per year
Fees are charged quarterly, based on the value of your account at the end of the quarter. These fees do not include custodian fees or brokerage commissions.
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