Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges an advisory fee for asset management services, with fees ranging up to a maximum of 1.95% of assets under management. Fees can be fixed, variable (linear), or variable (tiered), and are negotiable. Financial planning services are offered on an hourly basis ($100-$1000), flat fee basis ($100-$5,000), or subscription-based basis. The firm does not require prepayment of more than $1,200 in fees more than six months in advance.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
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
Blake is an advisor with Rorbach Financial Services/PFG Advisors, spending about half his time on advisory business and a few hours per week on insurance sales. He also assists his parents with identity theft recovery, works for Mission Beach Luxury Rentals, and is a host for Coronado Coast LLC.