PRR Wealth Management offers continuous investment advisory services on a fee-only, discretionary basis. They work with individuals, businesses, non-profits, and family offices. PRR specializes in general market growth and income generation, constructing portfolios with stocks, bonds, ETFs, cryptocurrencies, mutual funds, derivatives, and futures. PRR tailors its services to each client's risk tolerance, liquidity needs, and return expectations. Fees are based on a client’s net worth, not just investment assets.
Fee Structure
PRR Wealth Management's fees are based on your net worth, not just the assets they manage directly. The annual fee is:
- $450,000 - $2,499,999 net worth: $10,000 per year
- $2,500,000 and above net worth: 0.40% of net worth per year.
This fee covers both comprehensive wealth planning and investment portfolio management. The fee may be greater than 2% of the investment portfolio values they directly manage for you.