Advisor at The Private Client Advisory Group, LLC
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Firm
The Private Client Advisory Group, LLC
Location
Manasquan, NJ 08736
Credentials
Series 63, Series 65
Industry experience
26 years
Diane Metivier is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ash Brokerage, LPL Financial LLC, Invest Financial Corporation, and DVFG Advisors L.L.C. She is also an author outside of her advisory work. The Private Client Advisory Group serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to clients’ time horizons and risk tolerances, utilizing a combination of in-house and third-party portfolio management approaches.
Based on The Private Client Advisory Group, LLC
Based on The Private Client Advisory Group, LLC
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001+: Negotiable
Investment Advisor Representatives receive commissions for the sale of securities as registered representatives of LPL Financial LLC; separate compensation typical for insurance and broker/dealer products
$400 per hour for financial planning services
2517 Highway 35, Building L, Suite 100
Manasquan, NJ 08736
New Jersey · Pennsylvania · Texas
Ash Brokerage
2023 - Present (3 years)
The Private Client Advisory Group LLC
2021 - Present (5 years)
LPL Financial
2018 - Present (8 years)
LPL Financial
2018 - 2021 (3 years)
Invest Financial Corporation
2013 - 2018 (5 years)
DVFG Advisors L.L.C.
2005 - 2018 (13 years)
Sole proprietor
2003 - Present (23 years)
Diane Metivier - Sole Proprietor
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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