Chicago-based Investment Advisory Firm
10 S. LaSalle Street
Suite 3500
Chicago, IL 60603
ph: 312.553.9200
Fees & Minimum

At Prudent Asset Management you pay for performance. Our only incentive is to increase your wealth.

Portfolio Management Fees:

  • .85% on the first $1,000,000 of market value
  • .65% on the next $4,000,000 of market value
  • .50% on amounts over $4,000,000
  • Minimum annual fee $2,000
  • Fees are payable quarterly in advance.
  • Fees are calculated on an account-by account basis.
  • Prudent Asset Management reserves the right to amend its fee schedule upon 60 days notice to the investor.
  • Fees are negotiable.
  • Account size minimum: $100,000.