Gabriel Arturo Uruburo

Prudent Investor Advisors, LLC

10 Years of Experience

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Firm Information

Prudent Investor Advisors, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

101 Parkshore Drive, Suite 101, Folsom, CA, 95630

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Regulatory History (1)

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