Prince Financial Advisory provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and small business owners. Prince Financial creates investment portfolios using diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks or bonds. Financial planning services cover investment planning, retirement planning, personal savings, insurance needs, divorce planning, and education savings.
Assets Under Management$62M
Clients60
Advisors1
Avg. per Client$1M
Avg. per Advisor$62M
www.linkedin.com/in/princefinancialadvisoryllc ·www.facebook.com/princefinancialdadvisory ·www.lprince.com
Fee Structure
Planning is included in investment management (also available separately)
Prince Financial charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 0.35% to 0.75%, depending on your needs and the complexity of your situation. Fees are negotiable.
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