Private Advisory Group is a registered investment advisor based in Redmond, Washington, offering continuous investment portfolio management and financial planning. Private Advisory Group builds globally diversified portfolios blending equities, fixed income, and alternative investments, often utilizing model portfolios managed by its Investment Committee. Beyond managing investments, Private Advisory Group provides comprehensive financial planning encompassing cash flow management, education funding, retirement planning, insurance reviews, estate planning, tax return preparation and filing, and healthcare consulting. The firm tailors its services to individuals, families, trusts, estates, charitable organizations, and small businesses, often coordinating with recommended outside professionals such as CPAs and attorneys to deliver integrated wealth management solutions.
Fee Structure
Private Advisory Group charges an annual fee based on a percentage of the value of your portfolio. The typical schedule starts at 1.07% per year, while a secondary schedule starts at 1.35% per year, with specific tiers and breakpoints detailed in your agreement. Fees are billed monthly in advance based on the previous month-end portfolio value. Additionally, Private Advisory Group assesses an Asset Administration, Reporting & Technology fee of 0.03% annually, charged monthly on all managed assets.
For qualified clients with at least $1 million in the traditional management approach, Private Advisory Group also offers an optional performance-based fee of 18.3% of absolute annual return, subject to an intra-year high-water mark.