Private Wealth Group offers investment advice through separately managed accounts, providing continuous advice and making investments based on individual client needs. They may also recommend independent investment advisors. The firm offers its advisory services as a joint advisor. Investment decisions are based on the merits of the investment and the client's guidelines. Private Wealth Group manages accounts on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are individually negotiated. For clients who established accounts prior to 2022, management fees are comprised of two components, a base fee and a supplemental strategy fee (if applicable) with each component not to exceed 0.50% of the investable portfolio per annum, i.e., 1.00% annually. Firm does not offer this arrangement to new clients.