Prentice Investment Management offers continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio accordingly. Prentice Investment Management manages accounts on a discretionary basis, considering capital preservation, growth, income, and tax implications. They also offer one-time reviews of client investment accounts held elsewhere.
Assets Under Management$18M
Clients32
Advisors1
Avg. per Client$560K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are per individual agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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