Prota Financial offers investment advice and asset management services. They work with individuals, high net worth individuals, and small businesses to develop custom-tailored portfolios based on their financial circumstances, investment goals, and risk tolerance. Prota Financial monitors accounts, trades as necessary, and communicates regularly with clients. They use fundamental analysis and modern portfolio theory.
Assets Under Management$270M
Clients673
Advisors13
Avg. per Client$400K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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