Prudent Growth Investments (PGI) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. PGI creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. PGI primarily recommends equities, but may also use mutual funds, fixed income securities, and ETFs. PGI requests authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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