Pr Wealth Management Group

PR Wealth Management Group, Inc. is a registered investment adviser established in 2015, with offices in East Moline, Illinois, and Nevada. The firm offers financial planning services covering various topics such as retirement, investment, insurance, and estate planning. Clients receive tailored written financial plans based on their goals and objectives. Additionally, the firm provides discretionary portfolio management services using sub-advisors to manage accounts based on individual investment objectives and risk tolerance. Clients grant discretionary authority for the sub-advisor to make investment decisions without prior approval. The firm primarily advises on mutual funds and ETFs, with a minimum account size requirement of $250,000, which may be waived at the firm's discretion. Fees for portfolio management services are tiered based on assets under management, ranging from 0.75% to 1.40%. Financial planning services are offered at an hourly fee of $275. The firm discloses potential conflicts of interest related to compensation from sub-advisors, insurance commissions, and referral fees. Clients' assets are held with a qualified custodian, and the firm does not vote on client securities' proxies. The firm emphasizes privacy protection and trade error resolution policies for client accounts.