Prudent Management Associates (PMA) manages investment portfolios for individuals, corporate retirement plans, charities, and endowments. PMA uses low-cost, no-load mutual funds and ETFs to construct diversified portfolios designed to provide downside protection. PMA offers four basic portfolios tailored to a client's risk tolerance. Clients receive monthly market value statements and quarterly performance reports.
Assets Under Management$1.1B
Clients238
Advisors5
Avg. per Client$4.8M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
PMA may lower fees based on certain criteria, including whether the client is a charitable institution, account size, anticipated future earning capacity, anticipated future additional assets, related accounts and account composition. Clients currently pay a range of fees that differ from the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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