Prudent Man Investment Management is an independent investment advisory firm that manages assets and portfolios for clients. Prudent Man creates investment portfolios tailored to clients’ financial goals, focusing on after-tax returns using low-cost institutional mutual funds. Prudent Man also offers retirement plan advisory services to employers, including investment selection, plan structure, and participant education.
Assets Under Management$320M
Clients229
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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