Prudent Investor Advisors, LLC
Assets Under Management
$1.2B
Number of Clients
185
Number of Advisors
4
Average Client AUM
$6.2M
AUM per Advisor
$288.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prudent Investor Advisors offers discretionary and non-discretionary investment management, financial planning, and consulting services. They provide advice on asset allocation, investment selection, and retirement plan participant meetings. Financial planning services are consistent with client objectives, risk tolerance, and suitability.
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
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.
Areas of Practice
Location
101 Parkshore Drive, Suite 100, Folsom, CA, 95630