Performance Investment Group (PIG) provides portfolio management services to long-term investors, using diversified portfolios based on efficient market principles. PIG advises on various securities, including stocks, bonds, mutual funds, and real estate. They may also provide financial planning advice covering retirement, estate, college funding, and insurance. Client portfolios are customized based on individual circumstances and reviewed quarterly.
Assets Under Management$50M
Clients26
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are charged on a blended rate basis and may be negotiable. From time to time PIG may offer or advertise a fee schedule different (but not higher) from the one above. Fees are also aggregated on a household basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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