PFG Advisors offers investment advisory services, including portfolio management, asset allocation, and regular portfolio monitoring. Investment advice is provided through investment advisor representatives who may develop their own strategies or utilize third-party money managers. PFG Advisors also offers financial planning services covering areas like tax, retirement, estate, and education planning. Some advisors are dually licensed with a broker-dealer and can offer commission-based products.
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.