Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source. Fees can vary greatly depending on the individual client. Clients may incur charges from their selected broker/custodian such as custodial fees, trading commissions and internal fund charges. Unearned fees are refunded upon the request of the client in the case of termination.
Areas of Practice
Advisor Information
Office location
28 Oneida St, Oneonta, NY, 13820
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald owns Benson Wealth Management LLC, providing office services, and Donald M Benson CPA PA, where he prepares tax returns and conducts audits. He also owns Benson Financial Services, where he sells insurance, and Donald Benson CPA PC, an accounting and tax preparation service, and Bensons Overlook, providing landlord services.