Pmg Family Office, LLC

PMG Family Office, LLC is a registered investment adviser based in Plano, TX, established in 2021, and owned by PMG Family Assets, LLC. The firm specializes in providing comprehensive portfolio management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. As a fiduciary, PMG Family Office is committed to acting in the best interest of its clients. The firm offers services such as asset management, financial planning, investment advice, and risk management. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services with fees not exceeding 1.25% annually. Financial planning and consulting services are offered on an hourly or flat fee basis, with a maximum hourly fee of $150 and flat fees not exceeding $25,000. PMG Family Office manages over $100 million on a discretionary basis and over $14 million on a non-discretionary basis as of December 31, 2024. Clients have the option to grant investment discretion to the firm, allowing PMG Family Office to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not receive soft dollars in excess of what is allowed by regulations. PMG Family Office recommends the use of Schwab as a custodian and broker, providing a wide range of investment products and services to benefit clients' accounts. The firm conducts annual reviews of client accounts and financial plans, ensuring alignment with client objectives and market conditions. PMG Family Office does not provide financial information in the brochure, as it does not have financial conditions that impair its ability to meet obligations to clients.