PFG Advisors manages investment portfolios and offers financial planning, retirement planning, and estate planning solutions. PFG Advisors works primarily with individual clients, including high-net-worth individuals, through a network of investment advisor representatives. The firm offers both discretionary and non-discretionary asset management services, utilizing internal investment models as well as third-party money managers and turnkey asset management programs such as Dynamic Advisor Solutions, Cantor Fitzgerald Investment Advisors, and AssetMark. PFG Advisors also provides access to online platforms for estate planning and helps clients manage held-away assets like employer-sponsored retirement plans. Many representatives are dually licensed as registered representatives with a broker-dealer, allowing them to offer commission-based products and insurance services alongside advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fees are negotiable up to a maximum of 1.95% of assets under management. Fees may be structured as fixed, variable linear, or variable tiered. Additional platform or strategist fees may apply depending on the selected program.