Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances.
Fee Estimator
PMG's standard advisory fees are based on assets under management, ranging from 1.60% annually on the first $100,000 to 0.60% annually on assets exceeding $10,000,000. Fees are billed in advance and payable quarterly. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
15635 Alton Parkway, Suite 400, Irvine, CA, 92618
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