Gabriel Uruburo is a registered investment advisor at Prudent Investor Advisors, LLC, based in Folsom, CA, with 10 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 185 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for amounts over $5 million. Payroll deduction, retirement program solutions are offered for under $20 and 0.50% annually per participant. Altruist Financial, LLC custodied accounts incur an additional fixed fee that ranges from $1 to $5 per month.
Fee Estimator
Location
101 Parkshore Drive, Suite 101, Folsom, CA, 95630
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other 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
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Chalice Wealth Advisors
Niagara International Capital LimitedBroker
H. Beck, INC.
H. Beck, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.