Prescott Investor Services provides personalized portfolio management and advisory services to individuals and small institutions. The firm manages portfolios based on individual client goals and objectives, consulting regularly with clients to ensure alignment. Prescott Investor Services acts as a legal fiduciary for its clients.
Assets Under Management$56M
Clients61
Advisors1
Avg. per Client$920K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated or reduced based on account size, type of securities, and client objective.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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