Gabriel Arturo Uruburo

Prudent Investor Advisors, LLC

10 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Prudent Investor Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

185 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$1.2B

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. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

101 Parkshore Drive, Suite 101, Folsom, CA, 95630

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History

Regulatory History (1)

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Financial

March 2018

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Gabriel owns rental property since 2017, collecting rent and managing the property. This activity requires minimal time.

Employment History

Current Registrations

Prudent Investor Advisors, LLC

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

MML Investors Services, LLC

November 2021 - March 2022 · 4 mos

MML Investors Services, LLCBroker

November 2021 - March 2022 · 4 mos

H. Beck, INC.

March 2018 - June 2020 · 2 yrs 3 mos

H. Beck, INC.Broker

March 2018 - June 2020 · 2 yrs 3 mos

Chalice Wealth Advisors

October 2017 - November 2017 · 1 mo

Niagara International Capital LimitedBroker

October 2017 - January 2018 · 3 mos

H. Beck, INC.

August 2016 - October 2017 · 1 yr 2 mos

H. Beck, INC.Broker

August 2016 - October 2017 · 1 yr 2 mos

Cambridge Investment Research Advisors, INC.

May 2013 - May 2016 · 3 yrs

Cambridge Investment Research, INC.Broker

May 2013 - May 2016 · 3 yrs

Edward JonesBroker

September 2012 - December 2012 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.