Praetorian Guard, a Division of Praetorian Wealth Management,inc
Praetorian Wealth Management, operating as Praetorian Guard, provides financial planning and manages investment portfolios for individuals, trusts, and charities. They work with clients to establish investment goals and objectives, offering advice on asset allocation. Financial planning services include goal setting, cash flow analysis, and retirement and education funding planning. For some clients, Praetorian Guard manages held-away accounts like 401(k)s and 403(b)s. Praetorian Guard does not provide legal or tax services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Minimum quarterly fee of $1,000. Fees are negotiable and may differ from client to client. In selected client relationships Praetorian Guard will provide investment guidance and monitoring for client 529 accounts at a reduced fee rate of 0.50% annually (billed quarterly) if agreed upon in writing prior to account opening/funding.