Your Private Client Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$227,340,367
Clients
225
Advisors
2
across 2 offices
About
Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high‑net‑worth individuals, offering portfolio management and the selection of third‑party managers. The firm generally limits its advice to mutual funds, fixed‑income securities and exchange‑traded funds and maintains an account minimum (typically $100,000, waivable at the firm’s discretion).
Its investment process draws on modern portfolio theory, quantitative, fundamental and cyclical analysis and emphasizes a long‑term trading approach and portfolio allocation. The firm can act on a discretionary or non‑discretionary basis, but does not execute trades itself and directs client accounts to the AssetMark platform for account management and trade execution.
The firm manages roughly $236.7 million across about 225 client accounts with two advisors and does not take custody of client assets, relying on custodians to deliver monthly account statements. Your PCG has a fee‑sharing relationship with the AssetMark platform and participates in AssetMark “growth support” programs for advisors—an arrangement that creates a financial incentive to use that platform and is disclosed in the firm’s brochure.
Client services
Expertise
Fee options
$0 - $500,000: Fixed Income: 0.50% $500,001 - $1,000,000: Fixed Income: 0.50% $1,000,001 - $5,000,000: Fixed Income: 0.25% $5,000,001+: Fixed Income: 0.15% $0 - $500,000: Equities: 1.00% $500,001 - $1,000,000: Equities: 0.80% $1,000,001 - $5,000,000: Equities: 0.50% $5,000,001+: Equities: 0.30%
Account minimum: $100,000 (may be waived at discretion)
Main office
See officeThousand Oaks CA
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Connecticut · Florida · Hawaii · Illinois · Indiana · Kansas · Louisiana · Maryland · Nevada · Ohio · Oregon · Pennsylvania · Texas · Washington
Also doing business as
Your Private Clent Group, Inc. · Your Private Client Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew D
Series 65, Series 63
Thousand Oaks, CA
Your Private Client Group, Inc.
Matthew D’Agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for AssetMark Brokerage, LLC and related AssetMark entities from 2016 to 2024. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach using modern portfolio theory, quantitative, fundamental, and cyclical analysis.
Todd D
Series 63, Series 65
Huntington Beach, CA
Your Private Client Group, Inc.
Todd Dagostino is a financial advisor with Your Private Client Group, Inc. in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Your Private Client Group since 2018 and has been associated with AssetMark Financial, Inc. and AssetMark Brokerage, LLC since 2014. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm emphasizes a long-term trading approach using modern portfolio theory and various analytical methods, directing client accounts to the AssetMark platform for management and trade execution.
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