Podell Financial Group Fees & Minimum

Overview

Headquarters: Fairfield, NJ
Total Firm Assets: $228 million
Average High-Net-Worth Client Portfolio Size: $3.5 million

Fee Disclosure

Source: PFG ADV PART 2A (2026-03-24) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$2,000,000	1.25%
$2,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$57,500	1.15%
$10 million	$107,500	1.08%
$50 million	$507,500	1.02%
$100 million	$1,007,500	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 49.08%
Number of High-Net-Worth Clients: 32
Total Client Accounts: 590
Discretionary Accounts: 590

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 325383

PFG ADV PART 2A (2026-03-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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