Overview

Our goal is to expand our business with our current staff of 10. We are looking for opportunities where an advisor or team of advisors is looking for a transition to our RIA model. We also own a B/D.

PVG (Performance Value Growth) we have offices now in 5 states. We are seeking Advisors that would like to join an independent wealth management platform.
PVG has historically managed portfolios (SMA) for advisors at broker dealers or other RIAs. We are on a mission to add $1 billion in AUM with advisors that would like to join our firm and focus on wealth management while we do the rest.
Many turnkey asset management programs or (TAMPs) charge as much as 30 basis points from the advisor’s AUM. PVG is offering this service for a flat fee of $6,000 per year. If you manage $50 million in assets, as an example, you would pay a minimum of $50,000 per year to a TAMP or significantly more to a broker dealer. Why are we doing this? PVG wants to grow our wealth management division and is looking for quality partners.
Services included in the annual fee:
1) SEC Compliance
2) Client Billing
3) Back Office Support
4) Integrated Wealth Management Platform
5) IT Support
6) Sales Force - CRM
7) Microsoft Office 365
8) SMARSH Email Capture and Review
9) Research and Access to CFAs and CFPs; join a strong team of professionals
10) E&O Insurance
11) Succession and other Advisor help if needed
12) Schwab Transition Account $
PVG Asset Management has been in business since 1988. We are a conservative money manager, with Tactical portfolios designed to capture the upside of the market yet limit the downside losses. PVG calls their strategies (Loss Averse Growth). Because of our conservative investing strategies; some of our equity strategies were positive in 2008 with outstanding performance.
PVG has three five-star strategies and two four-star strategies, ranging from a long only value strategy that is the number 1 strategy over 1, 3, and 5-year periods, to our Loss Averse Equity Income strategy which had positive returns in 2008 and today has a dividend yield of around 5%.
If you join our firm, you have no obligation to use any of our strategies ever, but they are available to you at a very attractive rate.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
558 days old

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