Prescott, Adams and Group (PAG) provides ongoing portfolio management based on individual and business goals, objectives, time horizon, and risk tolerance. PAG creates an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Services include individual and business financial planning, investment analysis, retirement planning, insurance analysis, and managed accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,450
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.38% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Minimum annual fee of $3,450. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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