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
Orange, CA
Get directionsRegulatory History (1)
Regulatory
February 1992Other Business ActivitiesSells Insurance
Horace is the 100% owner of Trueblood & Assoc., an insurance sales and service business. He is not spending any time on new insurance sales.