| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
House-holding is permitted and fees are negotiable.
PAG charges an annual fee based on the amount of assets managed, as shown in the table. For example, a $200,000 account would incur an annual fee of $3,000, billed quarterly. Ticket charges and other transaction costs may also apply. There is no minimum account size. Fees are negotiable, and house-holding is permitted. Clients may terminate the advisory agreement with 30 days' notice, and unearned prepaid fees will be refunded.
La Quinta, CA
Get directionsMark is a licensed health and life insurance agent and may receive compensation for insurance products purchased through him.