Assets Under Management
$1.3B
Number of Clients
601
Number of Advisors
16
Average Client AUM
$2.2M
AUM per Advisor
$82.3M
Compensation
Fee-Only (AUM)
Private Advisory Group LLC offers personalized financial planning and investment management services. They determine financial goals, manage investments, and provide tax & estate planning, insurance review, education funding, retirement planning, and cash flow management. They primarily manage assets on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
All advisory fees are negotiable, including the primary fee schedule, the minimum annual fee and the Asset Administration, Reporting & Technology fee.
16880 NE 79th Street, Redmond, WA, 98052