Podell Financial Group LLC

Podell Financial Group LLC is a Registered Investment Adviser based in Fairfield, New Jersey, established in May 2023. The firm offers tailored investment advisory services, financial planning consulting, and company-sponsored retirement plan consulting services. Clients have the option for discretionary and non-discretionary investment advisory services through various managed account programs. The firm charges asset management fees ranging from .75% to 1.25% annually based on the amount of assets under management. Financial planning services are charged through fixed fees or hourly arrangements ranging from $350 to $700 per hour. PFG does not charge performance-based fees or participate in side-by-side management. The firm serves plan sponsors, individuals, and high net worth individuals with no minimum account size requirement. Investment strategies include asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. PFG does not have any reportable disciplinary events in the past ten years and does not compensate for client referrals. The firm does not have physical custody of client funds and securities but may exercise limited custody for fee deductions. Clients may grant discretion for portfolio management, and PFG does not vote proxies on behalf of clients.