PVG Asset Management specializes in money management services. The firm's approach is "Loss Averse Investing," which aims to reduce volatility and avoid substantial losses during market declines. PVG manages accounts directly for clients and under subcontract with other investment advisors. Some Investment Advisor Reps (IARs) associated with PVG may offer wealth management services, including third-party money managers and service providers not affiliated with PVG.
Fee Structure
PVG Asset Management typically charges a base management fee of 2%, but this is frequently negotiated lower based on client circumstances, account size, and source. Fees are generally billed quarterly in advance, either directly to the client's account or to the client, depending on instructions. PVG may also bill in arrears for some platforms or direct accounts. Besides management fees, clients may incur charges from their selected broker/custodian, such as custodial fees, trading commissions, and internal fund charges.