Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
580 clients
Average Client Portfolio
$706K average
Assets Under Management
$409.3M

Fee Structure

Minimum Investment:$250K
Hourly Rate:$425 - $750/hr

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Mission Viejo, CA

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Regulatory 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.

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Other Business Activities

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.

Employment History
Current Registrations
Prudent Investors
July 2024 - Present · 1 yr 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.