Vanessa Pruett-Urie
Vanessa Pruett-Urie is a registered investment advisor at Prostatis Financial Advisors Group, based in Hanover, MD, with 20 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,568 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis. Household accounts may be aggregated to determine fee tiers.
Fee Estimator
Location
7580 Buckingham Blvd Suite 180, Hanover, MD, 21076
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Vanessa owns Gladway Homes, a real estate sales business, since 2016. This activity is not investment-related.
Employment History
Current Registrations
Prostatis Financial Advisors Group
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital CORP.Broker
Deutsche Banc Alex. Brown INC.Broker
Db Alex. Brown LLCBroker
Edward JonesBroker
Bt Alex. Brown IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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