Pushkin Advisory Group (PAG) offers personalized investment management on a discretionary or non-discretionary basis. PAG also provides financial planning and consulting services, which can be comprehensive or focused on specific areas like retirement, estate, college planning, and tax preparation. PAG uses a third-party platform, Pontera, to manage held-away accounts like 401(k)s and IRAs. PAG does not act as custodian of client assets but can place trades and collect fees directly from client accounts with written approval.
Fee Structure
Pushkin Advisory Group's (PAG) investment management fee is based on a percentage of the assets they manage for you. The exact fee is negotiable and will be specified in your agreement. The fee schedule is:
- Up to $1,000,000: 0.75% to 1.0% per year
- $1,000,001 to $3,000,000: 0.65% to 0.75% per year
- Above $3,000,000: 0.5% to 0.65% per year
PAG also offers investment management for held-away accounts (like 401(k)s) for a flat 0.5% of assets per year.