Praestantia Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Praestantia Capital offers investment advisory services to individuals, families, and businesses. They create portfolios using stocks, bonds, exchange traded funds, and other investments, tailored to each client's specific needs. They also provide financial planning services covering investment, retirement, estate, tax, and education planning. Praestantia Capital emphasizes open communication and understanding client objectives to build strong working relationships.

Assets Under Management$7.4M
Clients17
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.4M

Fee Structure

Praestantia Capital charges a maximum of 2.00% annually for managing your investments. The exact fee will be outlined in your advisory agreement. Fees are calculated monthly based on the average daily value of your account. The fees are negotiable and will be deducted directly from your account. In rare cases, they may agree to invoice you directly.

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Location

1 Advisors at this firm