Prudent Money Financial Services (PMFS) actively manages investments for both bull and bear markets. They offer personalized financial planning services on an hourly basis, covering various financial facets. Their Prudent Management Account program allows flexibility in managing client accounts within predetermined constraints, using strategic and tactical asset allocation, trend analysis, and diversification techniques to manage risk. PMFS also provides general investment advice and guidance relating to investment portfolios, financial plans, debt management, cash-flow planning, and business planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees and account size may be negotiable based upon a number of factors including, but not limited to, the client’s objectives, family or other related accounts, assets currently under management and the investment strategy employed. The fee for $3,000,000 and up is negotiable, using the previous tier's fee percentage as a starting point.