Pruitt Richmond Wealth Management (PRWM) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. PRWM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PRWM primarily recommends ETFs and mutual funds.
Assets Under Management$3.1M
Clients21
Advisors3
Avg. per Client$150K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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