Prudent Investors charges a fee based on a percentage of assets under management. The maximum annual fee is 1.4%, with the specific advisory fees set forth in your management agreement. Fees are billed monthly in advance. Consulting services are billed at $425 an hour or a fixed negotiated fee. The minimum initial account value is $250,000, but they may accept accounts for less than the minimum at their sole discretion. Expert witness services are charged at $750 per hour.
Mission Viejo, CA
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Learn about disclosures →Anna owns WLA Designs LLC, providing marketing and financial services consulting, dedicating about 10% of her time to it. She also serves as Finance & Investment Committee Chair/Treasurer for the Down Syndrome Diagnosis Network, spending minimal time on strategic planning and oversight.