MJ
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
15,437 clients
Average Client Portfolio
$266K average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
Clients pay various fees based on the selected investment solution. Strategy Plus does not charge platform fees, as fees are paid from the PFG Funds. PFG Funds pay advisory fees (up to 1.25% of NAV), 12b-1 fees (0.00%), and administrative services fees (0.70% of NAV). These fees do not include the Acquired Fund Fees and Expenses (AFFE Fees) of the Underlying Funds.
Areas of Practice
Investment Management
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Advisor Information
Office location
Denver, CO
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
The Pacific Financial Group, INC.
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Mvp American SecuritiesBroker
May 2015 - September 2016 · 1 yr 4 mos
Absolute Capital Management, LLC
July 2014 - March 2015 · 8 mos
Beaconsfield Financial Services, INC.Broker
April 2013 - January 2014 · 9 mos
Summit Advisors, LLC
April 2013 - January 2014 · 9 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - May 2011 · 4 mos
Federated Global Investment Management CORP.
January 2011 - May 2011 · 4 mos
Federated Securities CORP.
April 2010 - May 2011 · 1 yr 1 mo
Federated Investment Counseling
April 2010 - May 2011 · 1 yr 1 mo
Federated Securities CORP. Broker
February 2010 - May 2011 · 1 yr 3 mos
J.P. Morgan Institutional Investments INC.Broker
September 2008 - February 2010 · 1 yr 5 mos
State Registrations2 states
COWA
Advisor
Exams
No exam information available for this advisor.