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
New York, NY
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 →