PFG Investments offers investment management services, making investment decisions based on a client's financial situation, goals, and risk tolerance. They also provide personal and business financial planning, covering topics like retirement, education savings, and tax planning. A specific set of planning services is offered for dental and medical professionals, reviewing elements of their business to relate cash flows to personal financial goals.
Assets Under Management$440M
Clients474
Advisors8
Avg. per Client$920K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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