ProTools introduces clients to its affiliate, The Pacific Financial Group (TPFG), for investment management services. TPFG manages the client's account. ProTools may receive a portion of the fees paid by the client to TPFG for the referral. ProTools offers various investment solutions through TPFG, including models comprised of mutual funds and ETFs. ProTools does not manage client assets directly.
Fee Structure
ProTools does not directly manage investments. Instead, it introduces clients to its affiliate, TPFG, which manages the investments. TPFG offers various investment solutions with fees that do not exceed 2.00% annually, including the retail advisor's negotiated fee. The fees are either tiered based on account value or a fixed rate. Some solutions involve investing in PFG Funds, which have their own internal fees. Clients may also pay strategist fees, not exceeding 1.00% annually.