Pvg Asset Management CORP
Assets Under Management
$617.9M
Number of Clients
1,983
Number of Advisors
6
Average Client AUM
$312K
AUM per Advisor
$103.0M
Compensation
Fee-Only (AUM)
About This Firm
PVG Asset Management provides money management services. Financial advice is incidental to asset management. PVG does not provide financial planning, tax advice, or insurance unless specified in a signed agreement. Clients select a specific investment strategy. PVG's approach is "Loss Averse Investing." Some IARs may offer wealth management services including third-party money managers. PVG does not monitor investments it does not directly manage.
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
Location
6898 S. University Blvd., Suite 100, Centennial, CO, 80122