Prudent Investors
Assets Under Management
$409.3M
Number of Clients
580
Number of Advisors
3
Average Client AUM
$706K
AUM per Advisor
$136.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prudent Investors Network, Inc. is an investment management firm located in Lake Forest, California. They offer discretionary investment management services, allocating client assets among various ETFs, mutual funds, stocks, bonds, and other investments. They also provide financial planning and consulting services on a limited scope.
Fee Structure
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
Location
22932 El Toro Rd., Lake Forest, CA, 92630