Overview
- Headquarters
- Hawthorn Woods, IL
- Total Firm Assets
- $198 million
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: PMG WEALTH ADV PART 2A AND 2B (2025-10-23)
· View brochure text
Latest filing: PMG WEALTH ADV PART 2A AND 2B (2026-02-02)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.45% |
| $100,001 | $250,000 | 1.30% |
| $250,001 | $500,000 | 1.20% |
| $500,001 | $750,000 | 1.00% |
| $750,001 | $1,250,000 | 0.95% |
| $1,250,001 | $2,000,000 | 0.90% |
| $2,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,275 | 1.13% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.70%
- Number of High-Net-Worth Clients
- 144
- Total Client Accounts
- 775
- Discretionary Accounts
- 775
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 285899
- PMG WEALTH ADV PART 2A AND 2B (2026-02-02) · View brochure text
- PMG WEALTH ADV PART 2A AND 2B (2025-10-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗