PG Capital Management Group

Category: Financial consultant

Address: 216 E Main St Suite 39, Batavia, NY 14020, USA

Phone: +15854464939

Opening hours

Sunday: Closed

Monday: 8:30AM–5:30PM

Tuesday: 8:30AM–5:30PM

Wednesday: 8:30AM–5:30PM

Thursday: 8:30AM–5:30PM

Friday: 8:30AM–5:30PM

Saturday: Closed

Reviews

James Smith

Sep 7, 2021

I have been working with Pavlo for around 6 months now. I was hesitant to work with him at first because of his age, but I quickly realized that I was wrong. He is young but very well informed about markets and investment opportunities out there. He has helped me grow my assets substantially over the past few months and I would highly recommend him.

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Questions & Answers

I've heard about Smart Investor, is it available yet?

Joanne Herrington | Oct 12, 2021
PG Capital Management Group | Oct 12, 2021

Smart Investor is not available yet. We are planning on launching the program on October 1st of 2021. Once the program is launched, all the necessary information and opportunity to sign up will be available through our website. If you have additional questions about Smart Investor, please feel free to contact us.

How are you compensated?

Peter Vaughan | Oct 12, 2021
PG Capital Management Group | Oct 12, 2021

PG Capital Management Group is a Registered Investment Advisor. We work on a fee-only basis and do not offer commission-based products. This provides us the flexibility to build your financial plan and investment strategy without interference from outside sources. Our management fee is calculated as a percentage of the value of a client’s account(s) per year. Fees are payable monthly and deducted automatically from the portfolio. We use a standardized scale to generate this percentage fee, which ranges from 0.50% to 1.50%. Some of the services we offer have a fixed or an hourly rate.

Does your company also invest in real estate properties such as apartment complex's? And if I wanted to invest in that area, could I invest with you in my portfolio?

Susan burg | Oct 12, 2021
PG Capital Management Group | Oct 12, 2021

PG Capital does not invest in real estate per se. However, we occasionally invest in real estate through a wide range of financial products such as Real Estate Investment Trusts (REITs), Real Estate Investment Groups (REIGs), or Real Estate Mutual Funds. We also advise on and recommend real estate financial products to certain clients for investment portfolio diversification purposes. In general, you should not consider us as a real estate investment company or fund.

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