PFG Private Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services for employee benefit plans and financial planning covering investments, insurance, taxes, retirement, college, and debt. PFG primarily recommends mutual funds and ETFs but may use other securities for diversification.
Assets Under Management$240M
Clients439
Advisors6
Avg. per Client$540K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts with a balance below $50,000 are generally subject to a $10 quarterly fee (totaling $40 annually), deducted in advance each quarter. This fee is charged at the discretion of the Firm.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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