Prelude Investment Services is a technology-enabled investment sub-advisor, providing AI-powered portfolio management infrastructure to registered investment advisors. Prelude's platform helps advisors with portfolio construction, tax optimization, and investment analysis. Prelude offers both discretionary and non-discretionary investment advisory services to its clients, who then manage the relationships with their own end-clients. Prelude does not offer tax, accounting, or legal advice.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees range from 0.10% to 0.40% annually, negotiated based on relationship complexity, asset classes, and account composition. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.