Private Advisory
Assets Under Management
$1.3B
Number of Clients
601
Number of Advisors
16
Average Client AUM
$2.2M
AUM per Advisor
$82.3M
Compensation
Fee-Only (AUM)
About This Firm
Private Advisory Group LLC provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Services include financial goal determination, investment management, tax & estate planning, insurance review, education funding, retirement planning, and cash flow management. They may also offer concierge services to some clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
Subject to a minimum annual fee of $5,000. All advisory fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, subject to a $5,000 minimum annual fee. Financial planning fees range from $0 to $20,000, depending on complexity. An Asset Administration, Reporting & Technology fee of 0.03% annually is also assessed. The firm also offers a performance-based fee arrangement to qualified clients. All advisory fees are negotiable.
Areas of Practice
Location
16880 NE 79th Street, Redmond, WA, 98052