PRENTICE WEALTH MANAGEMENT LLC
Rochester, New York
Prentice Wealth Management LLC is a respected local investment advisory firm headquartered in Rochester, NY. With two offices, they provide comprehensive financial guidance to individuals and businesses alike. With a total of 12 skilled professionals, five of whom specialize in investment advisory services, Prentice Wealth Management LLC delivers personalized strategies tailored to each client's unique financial goals. With an average of $59,050,000 in assets under management per investment advisor, Prentice Wealth Management LLC aligns with the industry average. Their compensation structure includes various types such as a perce...
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Assets Under Mgmt

$295.26M

Investment Professionals

5

Locations

1

% 401K & Individual

72%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Subscription Fees
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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