Assets Under Management
$37.3B
Number of Clients
131,206
Number of Advisors
729
Average Client AUM
$284K
AUM per Advisor
$51.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Private Advisor Group provides investment advisory services tailored to individual client needs, including discretionary and non-discretionary options. They offer retirement plan consulting and financial planning services. Clients can select their portfolio manager, with IARs serving as communication channels. The firm also offers wrap fee programs and access to third-party asset management programs (TAMPs).
The firm offers financial planning and consulting services at a negotiable hourly rate, generally ranging from $150 to $400 per hour, depending on the service's scope and the professional involved. Investment management fees are generally directly debited on a pro rata basis from client accounts. The exception for this is directly-managed held-away accounts, such as 401(k)’s. As it is impossible to directly debit the fees from these accounts, those fees will be assigned to the client’s taxable accounts on a pro-rata basis. If the client does not have a taxable account, those fees will be billed directly to the client.
305 Madison Avenue, Morristown, NJ, 07960