Prudeo Partners, LLC, a local investment advisory firm headquartered in West Columbia, SC, is dedicated to providing comprehensive financial solutions to its clients. With a presence in two offices, Prudeo Partners employs a team of 10 professionals, of which 6 specialize in investment advisory services. Leveraging their expertise, the firm manages an impressive average of approximately $59,650,000 in assets per investment advisor, aligning with industry norms.
Prudeo Partners employs a diverse compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm's expertise lies in managing employer 401Ks and individual accounts, which collectively constitute about half of their impressive assets under management. Their exceptional track record in this field speaks to their competence and understanding of the nuances in managing retirement funds and individual investments.
A testament to their success, Prudeo Partners oversees a significant client base, catering to over 460 individuals. The firm's total assets under management stand at an impressive $357,879,000, underscoring their commitment to prudent financial stewardship. Leading the way are some of the longest-tenured advisors in the industry, including Michael Krumholz, Christian Tyler, and Andrew Todd, who bring a wealth of experience and a proven track record to the firm.
Prudeo Partners, LLC proudly offers discretionary management for 100% of the assets they handle, providing clients with a seamless and hands-off investment experience. With their local presence, expert team, and dedication to client success, Prudeo Partners has solidified its position as a trusted partner in the financial advisory landscape of West Columbia, SC.