Jeffrey Prunier is a CFP-designated registered investment advisor at J.R. Prunier Capital Management LLC, based in Holden, MA, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 135 clients with $410M 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 $500K | 1.20% |
| $500K - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
61 Boyden Rd., Suite 2, Holden, MA, 01520
Get directionsHistory
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
Jeffrey serves on the board of directors for the Wachusett Area Chamber of Commerce and the Laurel Lake Association, both without compensation. He also works as a speaker/consultant on RIA industry trends and differentiators, dedicating a few hours per week.
Employment History
Current Registrations
J.R. Prunier Capital Management LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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.