PGP Wealth Services offers investment management services where they determine your investment goals, risk tolerance, and time horizon to create a tailored investment strategy. PGP also offers financial planning services, including retirement planning, risk management, tax reduction strategies, and estate preservation. PGP also holds seminars and workshops to educate the public.
Assets Under Management$79M
Clients52
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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