Assets Under Management
$1.2B
Number of Clients
185
Number of Advisors
4
Average Client AUM
$6.2M
AUM per Advisor
$288.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prudent Investor Advisors offers discretionary and non-discretionary investment management services, including asset allocation and investment selection. They also provide financial planning services tailored to client objectives and risk tolerance. Consulting services are offered to retirement plan participants.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5 million. Using the previous tier's fee percentage as the starting point for negotiation.
101 Parkshore Drive, Suite 100, Folsom, CA, 95630