PGI Wealth Management offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, and mutual funds. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. PGI manages accounts for individuals, high net worth individuals, pension plans, and non-profit organizations. They offer both discretionary and non-discretionary investment advisory services.
Assets Under Management$930M
Clients584
Advisors8
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range up to 2.00% depending on the amount of assets under management and the level of complexity of the services provided. In individual cases, PGI has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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