Prentiss Smith & Co. provides investment management services, focusing on capital preservation and appreciation through a growth at a reasonable price investment style. They review the societal effects of company policies. While Prentiss Smith & Co. has discretion over buying and selling securities, clients can place restrictions on specific securities or industries. As of 12/31/2024, they managed $430.97 million on a discretionary basis and $6.0 million on a non-discretionary basis.
Assets Under Management$440M
Clients330
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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