Peirce Park Group (PPG) offers investment consulting and management services to institutions, individuals, families, trusts, and charitable organizations. PPG provides both non-discretionary and discretionary investment consulting services, including asset allocation modeling, manager search and selection, performance reporting, investment policy development, and fee negotiation. PPG also provides investment supervisory services in the direct management of client portfolios on a discretionary basis. PPG does not participate in wrap fee programs or accept soft dollar payments.
Fee Structure
PPG charges fees in three ways: flat fees, a percentage of your portfolio, or hourly rates. For some clients, PPG negotiates a fee based on a percentage of the client’s portfolio. This fee is based upon factors such as the value of the client’s assets, complexity of the portfolio, travel required, and number of meetings per year. Fee percentages may range from 0.075% to 1.00% annually.