Private Client Services Group (PCSG) provides portfolio management and financial planning services tailored to your needs and investment objectives. PCSG works with you to determine your investment objectives and risk tolerance to develop an investment policy. Financial planning services include wealth management, retirement, estate, and insurance/risk management planning. PCSG does not guarantee that your financial goals will be met.
Assets Under Management$7.4M
Clients20
Advisors1
Avg. per Client$370K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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