PGW Financial provides portfolio management based on your goals and risk tolerance. They also offer pension consulting services to employee benefit plans, including 401(k) plans. Financial planning covers investments, insurance, taxes, retirement, college, and debt. PGW generally advises on mutual funds, fixed income, insurance products, stocks, and ETFs.
Assets Under Management$8M
Clients2
Advisors1
Avg. per Client$4M
Avg. per Advisor$8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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