Prato Capital Management provides financial planning and investment management services. Financial planning covers areas like net worth, cash flow, taxes, insurance, estate planning, and retirement. Investment management involves creating and managing portfolios based on client goals and risk tolerance, using strategic, dynamic, and tactical asset allocation. They also offer retirement plan consulting services.
Assets Under Management$220M
Clients326
Advisors3
Avg. per Client$690K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable based on the size of the account. The client may aggregate or household accounts to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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