Pruneyard Financial Group (PFG) offers investment management through the PFG Money Management Program, a wrap fee program. PFG works with individuals, families, and small businesses. PFG determines a client's financial goals, risk tolerance, and other factors to make investment decisions on their behalf. PFG also provides financial planning services, including recommendations for investment programs, insurance coverage, retirement savings, and estate planning.
Assets Under Management$140M
Clients117
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee. Fees are negotiable and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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