JP
CFA

Joseph Nicholas Pecoraro

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
1,983 clients
Average Client Portfolio
$312K average
Assets Under Management
$617.9M

Fee Structure

Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

6898 S. University Blvd., Suite 100, Centennial, CO, 80122

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Regulatory 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.

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Employment History
Current Registrations
Pvg Asset Management CORP
July 2005 - Present · 20 yrs 6 mos
Previous Registrations
Genesee Investment Partners
July 2005 - December 2006 · 1 yr 5 mos
Rahmig William Conrad
July 2005 - January 2006 · 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.