Private Counsel Group (PCG) is an investment management firm located in Indianapolis, Indiana. PCG provides investment advisory services to individuals, high-net-worth individuals, employer-sponsored retirement plans, trusts, and estates. PCG helps clients build, manage, and preserve their wealth and achieve their financial goals. PCG offers both discretionary and non-discretionary investment management services. PCG also provides financial planning services covering estate, income tax, charitable giving, cash flow, wealth transfer, and family legacy objectives.
Fee Structure
PCG charges a fee based on a percentage of the value of your portfolio each year. The fees are calculated on the household asset value and billed monthly. The specific fees are outlined in your Investment Advisory Agreement. PCG may negotiate a lower advisory fee or waive the minimum fee based on account size, portfolio complexity, or other reasons.