Praetorian Guard, a Division of Praetorian Wealth Management,inc

Fee-Only (% of Portfolio)

Praetorian Wealth Management provides comprehensive financial planning and investment management services for individuals, trusts, and charitable organizations. Operating as Praetorian Guard, the firm builds investment portfolios using a mix of equities, fixed income, and cash management, operating with the authority to make trades without asking first. In addition to managing portfolios, Praetorian Wealth Management helps clients establish investment goals, evaluate risk tolerance, and addresses areas such as cash flow analysis, retirement funding, employee benefits coordination, and education funding. The firm also monitors and rebalances certain held-away accounts like employer-sponsored retirement plans using specialized third-party software. Praetorian Wealth Management serves clients primarily through a team of experienced professionals, many with military and advanced financial backgrounds.

Assets Under Management$600M
Clients470
Advisors7
Avg. per Client$1.3M
Avg. per Advisor$86M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Minimum client fee of $1,000 per quarter applies. 529 accounts are charged at a reduced rate of 0.50% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

7 Advisors at this firm