Podell Financial Group (PFG) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. PFG also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. PFG offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$230M
Clients236
Advisors4
Avg. per Client$960K
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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