JL

Jeremy Le Van Lau

8 Years of Experience

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

22932 El Toro Rd., Lake Forest, CA, 92630

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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

Jeremy is an instructor for an online Investment Management course at Cal State Fullerton since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Prudent Investors
June 2017 - Present · 8 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.