Private Group Wealth Management (PGWM) provides investment advice and financial services to clients. PGWM creates and manages portfolios based on a client's individual needs, goals, and risk tolerance. PGWM offers model asset allocation portfolios and financial planning services, which can be included with investment management or offered separately. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$30M
Clients61
Advisors2
Avg. per Client$490K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable based on certain circumstances. Minimum quarterly fee of $75.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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