Prudent Street Financial Advisors, LLC

Prudent Street Financial Advisors, LLC, established in 2012, offers financial planning, portfolio management, insurance brokerage, and consulting services. Clients receive personalized financial plans and investment management based on their objectives, risk tolerance, and financial circumstances. The firm may recommend stand-alone financial planning or combine it with portfolio management. Prudent Street manages client portfolios on a discretionary basis, with the authority to make investment decisions without prior client consultation. Clients can impose restrictions on their portfolios, but this may impact performance. The firm primarily serves individuals, pension plans, corporations, trusts, and estates. Fees are negotiated based on the scope of services, with financial planning fees typically fixed or hourly, and investment advisory fees based on a percentage of assets managed. Prudent Street may recommend Charles Schwab for custody services, offering access to institutional trading and custody services. The firm may aggregate client trades for cost efficiency and execute cross trades when beneficial. Prudent Street does not vote proxies for client securities and does not have any disciplinary events to report. The firm's financial condition is stable, ensuring the ability to meet contractual commitments.