PGIM Custom Harvest manages investment portfolios across different asset classes and indices, focusing on maximizing after-tax returns through tax-loss harvesting strategies. They offer discretionary advisory services directly to clients or through sub-advisory arrangements. PGIM Custom Harvest tailors investment advice to each client's needs, considering investment objectives and restrictions. They also offer customized versions of their strategies and transition services for clients funding accounts with existing securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.40% |
| $100.0M - $350.0M | 0.35% |
| $350M+ | 0.30% |
Schedule shown is for Equity strategies. Hedged strategies: 0.60% on first $100M, 0.55% from $100M-$350M, 0.50% over $350M. Fixed Income: 0.25% on first $100M, 0.23% from $100M-$350M, 0.20% over $350M. Fees are negotiable.