PRS Wealth Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular monitoring. PRS Wealth Management also provides financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. PRS Wealth Management primarily recommends mutual funds and exchange-traded funds but may also advise on fixed income securities and other investments.
Assets Under Management$67M
Clients50
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
PRS Wealth Management generally requires a minimum of $300,000 or a minimum annual fee of $3,000 to open and maintain an advisory account. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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