Pv Advisors Gp, LLC

CRD#152750
Investment Advisor Firm

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Overview

Pv Advisors Gp, LLC is an advisory firm headquartered in Scottsdale, Arizona. The firm controls $8.0 million in total assets over 11 accounts. The company has a small group of one employee who is a financial advisor. Pv Advisors Gp, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, equities and options.

Pv Advisors Gp, LLC administers four of its accounts in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring client consent. The firm also manages seven non-discretionary accounts with a total of $3.5 million in assets under management. The investment advisory firm's typical account size is $724,957. An average advisor at Pv Advisors Gp, LLC administers around 11 client accounts, placing it among the more individualized firms in the country.

Pv Advisors Gp, LLC's central office is at 20555 N. Pima Road, Scottsdale, Arizona 85255. The company is allowed to provide services to customers in the state of Arizona.

Assets Under Management

$8.0 million

Number of Advisors

1

Fee Structure

Asset-based

Disclosures

No

Office Location

20555 N. Pima Road
Scottsdale, AZ 85255

Pv Advisors Gp, LLC by the Numbers

Total Assets Under Management

$8.0 million

National Average: $3.3 billion
Total Number of Employees

1

National Average: 4,943
Total Number of Accounts

11

National Average: 2,522
Average Account Size

$725.0 thousand

National Average: $1.3 million

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Fee Structure

Fees for financial advisory services are based on the financial services provided. Fees billed by the firm typically consist of the following fee structures: asset-based. Pv Advisors Gp, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee. The company can withdraw its charges directly from customer funds.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Pv Advisors Gp, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA