PruFid Financial Advisors provides ongoing management of client portfolios based on a written Investment Policy Statement. PruFid allocates assets between equity and fixed income investments using passively managed mutual funds. PruFid reviews accounts quarterly and recommends rebalancing as needed. PruFid primarily offers non-discretionary services, meaning clients make the final decision on trades.
Assets Under Management$360M
Clients30
Advisors1
Avg. per Client$12M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.23% |
| $10.0M - $20.0M | 0.11% |
| $20.0M - $50.0M | 0.06% |
| $50.0M - $100.0M | 0.03% |
| $100M+ | 0.02% |
Fees are negotiable based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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