Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $1,500 to $15,000, depending on the scope and complexity of the services. Investment management fees vary between 0.50% and 1.00% annually, based on portfolio size and services rendered. Retirement plan consulting fees typically range between 0.25% and 0.75%, depending on the services provided and the amount of assets to be managed. Legacy PCG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Areas of Practice
Advisor Information
Office location
111 Pacifica, Suite 300, Irvine, CA, 92618
Get directionsRegulatory History (1)
Customer Dispute
February 2009Other Business Activities
Roberto invests in pre-IPO and late-stage companies through Hartbeat Ventures since 2019. His role involves identifying and recommending opportunities in tech, consumer, and sports industries, co-investing with venture capital funds.