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.
22932 El Toro Rd., Lake Forest, CA, 92630
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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 →Jeremy is an instructor for an online Investment Management course at Cal State Fullerton since 2019. He spends minimal time on this activity.