ACA/Prudent Investors Planning Corporation advises clients on how to use their money to achieve their financial goals. The firm also sells mutual funds, annuities, life insurance, and college savings plans. ACA/Prudent Investors develops investment strategies based on each client's financial situation and objectives. The firm monitors investments and may shift assets between equity and fixed dollar accounts based on market fluctuations.
Assets Under Management$320M
Clients878
Advisors1
Avg. per Client$370K
Avg. per Advisor$320M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $2.0M | 0.50% |
| $2M+ | 0.50% |
The Investment Advisory Fee is negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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