Prudent Investment Advisors manages investment portfolios for individuals, offering advice on stocks, bonds, mutual funds, and other investments. Syed Haque, the president, determines the investment advice given to clients. The firm uses fundamental and technical analysis to make investment decisions. Clients authorize the firm to make trades in their accounts.
Assets Under Management$7.4M
Clients17
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A higher or lower fee may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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