The Private Client Advisory Group (The PCAG) offers investment management services on a discretionary or non-discretionary basis. The PCAG also provides services to retirement plans and financial planning and consulting services. Financial planning includes evaluating an investor's current and future financial state. The PCAG uses various methods of analysis, including fundamental, technical, charting, and cyclical analysis.
Assets Under Management$45M
Clients142
Advisors4
Avg. per Client$320K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...