PRIA Strategies provides investment management based on individual client goals and risk tolerance. They create a plan to select a portfolio that matches each client's specific situation. PRIA Strategies also offers financial planning as a standalone service or on an ongoing subscription basis, covering areas like retirement, college, and debt planning. They generally limit their investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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 | 0.50% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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