PGP Wealth Services, LLC

Retirement Planning Firm in Burbank, CA

Firm Info
Address: 849 Amherst Dr, Burbank, CA 91504, USA
Phone: (818) 842-5625

Firm Size
Assets Under Management: $110.3 million
# of Advisors: 1
# of Clients: 55
Client to Advisor Ratio: 55:1
Average Account Size: $2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Pgp Wealth Services, LLC Overview

PGP Wealth Services, LLC is a registered investment advisory firm that has been in operation since 2022. The firm is based in Burbank, CA and offers clients a fee-only fee arrangement. This means that clients are charged a set fee for investment advice only, with no commissions or other fees charged. PGP Wealth Services, LLC offers a range of services to its clients, including financial planning and portfolio management for individuals and small businesses. The firm takes a personalized approach to each client's financial needs, tailoring its services to meet their specific goals and objectives. In addition to its core services, PGP Wealth Services, LLC also publishes periodicals and newsletters to keep clients informed of market trends and other important financial news. With its comprehensive range of services and commitment to client satisfaction, PGP Wealth Services, LLC is a trusted partner for individuals and businesses seeking expert investment advice.

PGP Wealth Services, LLC caters to a diverse clientele base, ranging from individuals to high net worth individuals. The firm's comprehensive financial planning and investment management services have been designed to meet the unique needs and objectives of each client, irrespective of their level of wealth. PGP Wealth Services, LLC offers a personalized approach to each client, ensuring that they receive tailored solutions that align with their financial goals and risk tolerance. When it comes to fees, PGP Wealth Services, LLC offers different fee structures depending on the service provided. For investment management services, the firm charges a percentage of the assets under management (AUM). This fee structure incentivizes the firm to grow the client's portfolio, as it's directly proportional to the client's portfolio size. For consulting services and financial planning, the firm offers hourly fees, which are charged based on the amount of time and resources devoted to the project. Finally, for certain projects or services, PGP Wealth Services, LLC charges a fixed fee that's agreed upon in advance, allowing clients to budget accurately. The firm is transparent and upfront in all its fee arrangements, ensuring that clients know what they're paying for and what they'll receive in return.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of PGP WEALTH SERVICES, LLC, there is no mention of any specific investment minimum. Therefore, it is unclear what the minimum investment requirement is for this firm.

How This Office Can Help Burbank, CA Residents

PGP Wealth Services, LLC provides comprehensive financial advisory and investment management services to clients residing in Burbank, CA. The firm specializes in catering to the unique needs of high-net-worth individuals, retirees, and business owners, helping them to preserve and grow their wealth over time. PGP Wealth Services focuses on providing personalized financial solutions that address each client's specific goals, risk tolerance, and financial situation. Living in Burbank, CA, residents might face challenges concerning their finances such as managing investments, retirement planning, minimizing taxes, and estate planning. The professionals at PGP Wealth Services, LLC create customized financial plans, considering essential factors such as individual needs, risk tolerance, time horizon, and objectives. The team works closely with their clients to develop strategies that are aligned with each client's financial goals, and to help them stay on track as economic conditions and market cycles shift. PGP Wealth Services, LLC assists the clients in Burbank, CA, to achieve their desired financial outcomes through sound wealth management practices and offers customized solutions to help safeguard their wealth and legacy.


Services Offered by Pgp Wealth Services, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Pgp Wealth Services, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 849 Amherst Dr, Burbank, CA 91504, USA
Phone (818) 842-5625
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Pgp Wealth Services, LLC is registered to service clients in the following states:

  • California
  • Louisiana

Disciplinary History

Pgp Wealth Services, LLC does not have any disclosures. Please visit it's Form ADV for more details.