Portland Financial Planning Group (PFPG) offers financial planning and investment advice to individuals and families. PFPG provides services on a retainer basis or for one-time projects. They tailor their advice to each client's needs and design portfolios based on model allocations. PFPG primarily recommends no-load mutual funds and other low-cost investment vehicles. They offer both discretionary and non-discretionary advisory services.
Fee Structure
PFPG typically provides combined financial planning and investment advisory services for an annual fixed fee. The firm may offer either service separately for an annual fixed fee. The annual fixed fee is negotiable and ranges from $6,500 to $25,000, depending on factors like net worth, assets to be managed, and complexity of the engagement.