Jeremy Lau is a registered investment advisor at Prudent Investors, based in Lake Forest, CA, with 8 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 580 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prudent Investors Network charges a fee based on a percentage of the assets they manage for you. This fee covers advisory and consulting services, trade entry, investment supervision, and account maintenance. The fee is calculated on the value of your account and billed monthly in advance. The maximum annual fee is 1.4%, and the specific fee will be detailed in your agreement.
Location
22932 El Toro Rd., Lake Forest, CA, 92630
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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.
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Jeremy is an instructor for an online Investment Management course at Cal State Fullerton since 2019. He spends minimal time on this activity.
Employment History
Current Registrations
Prudent Investors
State Registrations1 state
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