The Prudent Planner provides financial planning services covering topics like cash flow, retirement, risk management, and estate planning. They also offer portfolio management services, either directly or by engaging institutional investment managers. The firm conducts an initial interview to understand your situation and goals, and requires clients to execute a Client Engagement Agreement before providing services.
Assets Under Management$1.3M
Clients6
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are based on a straight tier; all accounts are charged a single percentage rate that declines as asset levels increase. The firm will attempt to aggregate accounts for the same individual or household to discount the asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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