Private Advisor Group offers investment advice, retirement plan consulting, and financial planning to individuals, businesses, trusts, and charities. They work with clients to understand their goals and risk tolerance, then recommend suitable advisory programs. Clients can choose their investment manager, and the firm supervises the relationship. The firm also offers access to third-party asset management programs.
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.