Overview
- Headquarters
- Westerly, RI
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Forbes 2025: 203
Fee Disclosure
Source: 10 16 2025 PPG FORM ADV PART 2A FINAL (2025-10-16)
· View brochure text
Latest filing: 03 26 2026 PPG FORM ADV PART 2A FINAL (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $5,000,000 | 0.75% |
| $5,000,001 | $15,000,000 | 0.50% |
| $15,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,750 | 0.88% |
| $5 million | $38,750 | 0.78% |
| $10 million | $63,750 | 0.64% |
| $50 million | $203,750 | 0.41% |
| $100 million | $353,750 | 0.35% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.03%
- Number of High-Net-Worth Clients
- 378
- Total Client Accounts
- 2,395
- Discretionary Accounts
- 2,159
- Non-Discretionary Accounts
- 236
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 108868
- 03 26 2026 PPG FORM ADV PART 2A FINAL (2026-03-26) · View brochure text
- 10 16 2025 PPG FORM ADV PART 2A FINAL (2025-10-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗