JC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
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 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $25,000
Hourly Rate:$200 - $300/hr
Investment management fees for individual accounts range from 0.60% to 0.95% annually, based on assets under management. ERISA retirement account fees range from 0.075% to 0.75%. Financial planning fees are negotiable, generally charged at $200 to $300 per hour or a fixed fee from $1,000 to $25,000. Startup retirement plans may have a fixed fee of $1,000 to $5,000 per year, plus asset-based fees.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prudent Investor Advisors, LLC
November 2004 - Present · 21 yrs 2 mos
Previous Registrations
Premier Financial Group INC
July 1997 - November 2005 · 8 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.