P/e Global LLC

Fee-Only (% of Portfolio)

P/E Global provides investment advice and manages portfolios for a variety of clients, including high net worth individuals, institutions, and pooled investment vehicles. P/E Global uses its own investment strategies, combining diversification, analysis, and risk management. Clients can request variations in risk level, asset types, and currency, and can also impose limits on positions and exposure.

Assets Under Management$700M
Clients75
AdvisorsN/A
Avg. per Client$9.4M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

P/E Global's fees are based on a percentage of the assets they manage and may also include performance-based fees. The management fees are adjusted based on the risk level of your account. The standard risk level has a maximum management fee of 2.0% per year. The highest management fee charged is 2.25% for an account running at 1.5 times the standard risk level. Clients may also pay a performance fee of up to 20% of the increase in the value of your investments, after deducting management fees and other expenses. This performance fee is only charged if your account reaches a new high value.

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P/e Global LLC | TrueAdvisor