Prudeo Partners, LLC

Prudeo Partners, LLC is an SEC-registered investment adviser with offices in West Columbia, South Carolina, and Reading, Pennsylvania. Established in 2000, the firm offers investment supervisory and portfolio management services, including financial planning. Prudeo has recently entered into a partnership with Perigon Wealth Management to enhance client services. The firm operates as a fiduciary for retirement accounts, acting in the best interest of clients. Prudeo manages over $400 million in client assets on a discretionary basis. For Portfolio Management Services, fees are based on a percentage of assets under management, typically charged quarterly or monthly. Pension Consulting Services and Participant Account Management Services also follow a similar fee structure. Financial Planning Services are offered on an hourly basis, ranging from $150 to $300 per hour. The firm does not charge performance-based fees. Prudeo recommends the use of Axos Advisor Services and Schwab Advisor Services for custody and brokerage services, with commissions paid for research services provided. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Prudeo has no financial commitments that impair its ability to meet client obligations.