Private Client Advisor Group (PCAG) offers ongoing investment management and project-based financial planning. Investment management includes making investment recommendations, implementing them, and providing ongoing monitoring. Financial planning covers areas like education funding, retirement, and estate planning. PCAG also provides retirement plan services to businesses. Services are tailored to each client's needs, and clients can impose restrictions on investments. PCAG is legally required to act in your best interest.
Assets Under Management$110M
Clients190
Advisors6
Avg. per Client$580K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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