Private Management Group INC
Assets Under Management
$4.5B
Number of Clients
3,461
Number of Advisors
24
Average Client AUM
$1.3M
AUM per Advisor
$188.2M
Compensation
Fee-Only (AUM)
About This Firm
PMG offers investment supervisory services, building and managing portfolios based on client risk and return objectives. They adjust long-term strategic frameworks with tactical decisions based on current opportunities. The firm's mission is to allocate capital in line with client objectives, fostering long-term relationships and professional capital supervision.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances.
Fee Estimator
PMG's standard advisory fees are based on assets under management, ranging from 1.60% annually on the first $100,000 to 0.60% annually on assets exceeding $10,000,000. Fees are billed in advance and payable quarterly. Discounts may apply for relatives, associates of PMG, non-supervised account holdings, trial accounts, long-term client relationships, charitable accounts, or other special circumstances. Fees are negotiable.
Areas of Practice
Location
15635 Alton Parkway, Suite 400, Irvine, CA, 92618