Prince Asset Management offers investment management services, including portfolio construction, personalized asset allocations, and investment selection. Prince Asset Management's advice covers equities, mutual funds, exchange-traded funds, government securities, municipal bonds, corporate bonds, publicly-traded real estate investment trusts, foreign securities, and jumbo certificates of deposit. Prince Asset Management's advice is tailored to individual client needs.
Assets Under Management$120M
Clients132
Advisors3
Avg. per Client$930K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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