Prudent Investors Network is an investment management firm that helps clients build, manage, and protect their wealth. They offer investment advisory services to individuals, high net worth individuals, trusts, estates, and other institutions. Prudent Investors manages accounts on a discretionary basis, allocating assets among various investments like exchange-traded funds, mutual funds, stocks, and bonds. They also provide limited scope consulting services on topics like fiduciary investing and tax loss harvesting.
Fee Structure
Prudent Investors Network charges a fee based on a percentage of the assets they manage for you. This fee covers advisory and consulting services, trade entry, investment supervision, and account maintenance. The fee is calculated on the value of your account and billed monthly in advance. The maximum annual fee is 1.4%, and the specific fee will be detailed in your agreement.