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
5600 NW Central Drive, Houston, TX, 77092
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 Activities
Gregory is the Chief Compliance Officer and Senior Portfolio Manager at Sheets Smith Investment Management, LLC, dedicating full-time hours. He is also a Senior Portfolio Manager at PVG Asset Management Corp and an owner and equity research analyst at Bowden Interests, Inc.