PMG Family Office offers investment advisory services to individuals and other clients. They provide comprehensive portfolio management, including asset management and financial planning, using stocks, bonds, ETFs, and other securities. They also offer standalone financial planning and consulting services covering various areas like retirement, estate, and tax planning. PMG Family Office utilizes sub-advisory services from third-party investment advisors to aid in the implementation of an investment portfolio.
Assets Under Management$140M
Clients77
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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