PGP Wealth Services provides ongoing investment management services for individuals, small businesses, charities, trusts, estates, and high-net-worth clients. PGP Wealth Services builds personalized investment portfolios by evaluating each client's individual investment goals, time horizons, objectives, and risk tolerance. Portfolio management is conducted on a discretionary basis, meaning PGP Wealth Services has the authority to buy and sell securities within the account without getting approval for each individual transaction. Financial planning is only provided as an incidental part of asset management, and PGP Wealth Services does not offer standalone financial planning or charge separate financial planning fees. PGP Wealth Services operates with no account minimums and does not participate in bundled fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is up to 1.50% of assets under management. Fees are negotiable based on historical relationship, asset type, anticipated future assets, and account size.