Premier Southwest Planning Group (PSPG) offers financial planning and investment management services. PSPG provides investment advice, manages assets, and offers financial planning on an hourly or fixed-fee basis. PSPG may use third-party money managers to manage client assets. PSPG also provides services to retirement plans. PSPG does not sell commissioned products, but its managing members are affiliated with companies that do sell insurance products.
Fee Structure
Premier Southwest Planning Group (PSPG) offers investment management services where they manage your investments for you. When PSPG uses third-party money managers, you will pay additional fees ranging from 0% to 1.50% of your portfolio's value, depending on the account size, investment style, and types of investments used. These fees are in addition to PSPG's advisory fees. The annual fee may be negotiable. PSPG also offers a platform through American Funds Service Company (AFS) for accounts with assets up to $50,000, where clients are invested in portfolios constructed solely of mutual funds managed by American Funds. Fees for accounts held at AFS are 0.75% annually for all accounts (not including 529s). For 529 accounts, the annual fee is 1.50% for accounts with assets up to $99,999.99 and 0.95% for accounts with assets of $100,000 and above.