Private Advisory Group offers personalized financial planning and investment management services. They work with individuals, trusts, estates, charitable organizations, and small businesses. Their services include determining financial goals, investment management, tax and estate planning, insurance review, education funding, retirement planning, and cash flow management. They may refer clients to qualified attorneys and tax professionals for estate planning and tax return preparation.
Fee Structure
Private Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the advisor managing your account and when you became a client.
They also offer a performance-based fee arrangement for certain clients, where they earn 18.3% of the absolute annual return above a high water mark. To be eligible for this, you must also have at least $1 million managed under their standard fee schedule.