Prudent Investor Advisors offers investment management services on both a discretionary and non-discretionary basis, providing advice on asset allocation and investment selection. They also offer financial planning services tailored to a client's investment objectives and risk tolerance. Prudent provides education and enrollment services to participants in retirement plans.
Assets Under Management$1.2B
Clients185
Advisors4
Avg. per Client$6.2M
Avg. per Advisor$290M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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