Private Advisor Group, LLC

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

About This Firm

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).

Fee Structure

Hourly Rate:$150 - $400/hr

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.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance PlanningInvestment Management
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Location

305 Madison Avenue, Morristown, NJ, 07960

729 Advisors at this firm

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