PCG Asset Management provides financial planning services to organize financial data, identify needs, and evaluate options. This includes analyzing net worth, taxes, cash flow, investments, retirement, estate planning, education funding, and insurance. PCG also offers wrap fee programs where clients pay a single fee for management, administration, and transaction costs. PCG may recommend third-party money managers and will monitor their performance.
Assets Under Management$140M
Clients106
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$1K
- Financial Plan - Fees typically range from $1,000 to $5,000, depending on the complexity of the client's circumstances.
- Hourly Financial Planning - Up to $350 per hour.
- Financial Planning based on assets under consultation - Fees will not exceed 2.0% of the value of the assets under consultation.
One-Time Plan:$1,000 - $5,000
Hourly Rate:Up to $350/hr
Loading...