Prudent Investors Network is an investment management firm located in Lake Forest, California, that specializes in investment advisory services for individuals, high-net-worth clients, trusts, estates, and professional fiduciaries. Prudent Investors Network creates personalized investment plans based on each client's unique objectives, risk tolerance, and time horizon, primarily utilizing exchange-traded funds, mutual funds, and individual securities managed on a discretionary basis. The firm focuses on total return strategies grounded in Modern Portfolio Theory. In addition to ongoing portfolio management, Prudent Investors Network offers consulting services for specific financial topics and expert witness services for legal proceedings related to investment management and fiduciary duties.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum annual fee is 1.40%. Specific advisory fees are set forth in your management agreement.