PMG Wealth Management offers investment management services where they manage your investments on an ongoing basis. They also offer financial planning and consulting services, which can be included in their advisory services or offered separately. PMG works with individuals, high net worth individuals, trusts, estates, and business owners. PMG acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$200M
Clients443
Advisors4
Avg. per Client$450K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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