P. G. Earl Investment Advisers provides investment advice for a fee, primarily to individuals. Fees are based on a percentage of the value of your portfolio. The firm also serves banks, thrift institutions, pension and profit sharing plans, trusts, estates, charities, corporations and other businesses. Client assets are held at Charles Schwab & Co. The firm primarily uses mutual funds, but may also use other securities depending on the client's needs.
Assets Under Management$800K
Clients80
Advisors1
Avg. per Client$10K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.25% |
Fees are negotiable in some special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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