Pfg Advisors
Assets Under Management
$3.1B
Number of Clients
7,586
Number of Advisors
92
Average Client AUM
$406K
AUM per Advisor
$33.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PFG Advisors offers discretionary and non-discretionary asset management services, financial planning, and consulting. IARs can develop their own investment strategies or utilize third-party money managers. Advisory client assets are held at qualified custodians like Charles Schwab & Co., Fidelity and Pershing.
Fee Structure
PFG Advisors charges an advisory fee for asset management services, with fees ranging up to a maximum of 1.95% of assets under management. Fees can be fixed, variable (linear), or variable (tiered), and are negotiable. Financial planning services are offered on an hourly basis ($100-$1000), flat fee basis ($100-$5,000), or subscription-based basis. The firm does not require prepayment of more than $1,200 in fees more than six months in advance.
Areas of Practice
Location
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012