J.R. Prunier Capital Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create a plan to aid in the selection of a portfolio that matches each client's specific situation. JRPCML also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, and education planning. JRPCML may direct clients to third-party investment advisors.
Assets Under Management$410M
Clients135
Advisors2
Avg. per Client$3M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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