Prodeo Financial Services, owned by David J. Hajdasz, provides financial planning and investment portfolio management. Financial plans cover cash management, debt management, investment advice, tax, insurance, estate, and retirement planning. Services are tailored to individual client needs and life situations, ensuring investments align with their financial and social values.
Assets Under ManagementN/A
Clients5
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.