Pacific Global Advisory Group is a fee-only investment advisor that manages investments for a small number of high-net-worth families and their related entities. The firm assesses each client's financial objectives and goals, including risk tolerance, liquidity needs, and investment horizon, to create a customized investment approach. Pacific Global Advisory Group does not accept new clients currently but reserves the right to do so.
Fee Structure
Pacific Global Advisory Group's fees are negotiated and based on a percentage of the value of your portfolio. Fees are paid at the end of each quarter. The firm does not receive any compensation from fund companies or brokerage firms, and no one at Pacific Global Advisory Group receives compensation based on trades or recommendations.