Prentice Financial Planning offers investment management, advanced financial planning for portfolios over $1,000,000, and financial plan consulting (comprehensive or limited). Investment management includes building and monitoring a portfolio to match your goals. Advanced financial planning acts as your personal CFO, providing guidance in all financial matters. Financial plan consulting is for those who want a financial plan and implement it themselves.
Assets Under Management$97M
Clients180
Advisors4
Avg. per Client$540K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $850K | 1.50% |
| $850K - $1.5M | 0.90% |
| $1.5M+ | 0.10% |
Households over $1,000,000 receive Advanced Financial Planning at no additional fee. For clients using the Ultra Conservative investment model the fee charge is a flat .3%. This is not negotiable, and the Ultra Conservative account will not be included to calculate the tiered fee amount.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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