The Private Investment Group (TPIGI) is a registered investment advisor that provides portfolio management and consulting services. TPIGI works with clients to understand their financial situation, goals, and risk tolerance to create and manage a portfolio. TPIGI manages accounts on a discretionary or non-discretionary basis. TPIGI also offers consulting services on specific investment and financial concerns.
Assets Under Management$160M
Clients164
Advisors2
Avg. per Client$960K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
The Private Investment Group charges an annual fee based on a percentage of the value of your portfolio. These fees typically range from 0.60% to 1.25%. The specific fee is negotiated based on the complexity of your financial situation, the amount you invest, and other factors.
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