Pebble Management Group (PMG) offers investment management services to individuals, retirement plans, trusts, estates, and other organizations. PMG creates custom portfolios based on each client's goals, income, risk tolerance, and expectations. PMG manages assets on a discretionary basis, selecting investments based on quality and diversification to lower portfolio volatility.
Assets Under Management$18M
Clients28
Advisors2
Avg. per Client$640K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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