PCG Wealth Advisors offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and corporations. PCG Wealth Advisors creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks and bonds. The firm also offers financial planning services covering investment planning, retirement planning, and education savings. PCG Wealth Advisors also provides retirement plan consulting services.
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.