TrueAdvisor
TrueAdvisor
GU
GU

Gabriel Arturo Uruburo

Prudent Investor Advisors, LLC
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Prudent Investor Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
185 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$1.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.60%
$5M+0.60%

Fees negotiable for accounts over $5 million. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

101 Parkshore Drive, Suite 101, Folsom, CA, 95630

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gabriel owns rental property since 2017, collecting rent and managing the property. This activity requires minimal time.

Employment History
Current Registrations
Prudent Investor Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
November 2021 - March 2022 · 4 mos
MML Investors Services, LLCBroker
November 2021 - March 2022 · 4 mos
H. Beck, INC.
March 2018 - June 2020 · 2 yrs 3 mos
H. Beck, INC.Broker
March 2018 - June 2020 · 2 yrs 3 mos
Chalice Wealth Advisors
October 2017 - November 2017 · 1 mo
Niagara International Capital LimitedBroker
October 2017 - January 2018 · 3 mos
H. Beck, INC.
August 2016 - October 2017 · 1 yr 2 mos
H. Beck, INC.Broker
August 2016 - October 2017 · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
May 2013 - May 2016 · 3 yrs
Cambridge Investment Research, INC.Broker
May 2013 - May 2016 · 3 yrs
Edward JonesBroker
September 2012 - December 2012 · 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.