Aca/Prudent Investors Planning Corporation
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Overview
Aca/Prudent Investors Planning Corporation is a financial advisor firm based in Dunellen, New Jersey. Aca/Prudent Investors Planning Corporation controls $240.8 million in assets over 1,602 client accounts, making it a mid-tier firm in the nation by assets under management (AUM). The company has a small team, including 2 financial advisors. Aca/Prudent Investors Planning Corporation does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, bonds and equities.
Aca/Prudent Investors Planning Corporation administers none of its accounts on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by a portfolio manager without needing client permission. Aca/Prudent Investors Planning Corporation also has 1,602 non-discretionary accounts totaling $240.8 million in AUM. The advisory firm's typical account size is $150,306. An average financial advisor at Aca/Prudent Investors Planning Corporation oversees about 801 client accounts.
The firm's headquarters is at 290 Us Highway 22, Dunellen, New Jersey 8812. The firm is permitted to serve investors throughout 15 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aca/Prudent Investors Planning Corporation by the Numbers
$240.8 million
2
1,602
$150.3 thousand
Products and Services
Financial services provided by Aca/Prudent Investors Planning Corporation include market timing services. In the last financial year, the firm provided 1-10 of its accounts with financial planning services. Aca/Prudent Investors Planning Corporation is engaged in selling products or offering services apart from investment advisory services to its customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on the financial services offered. Fees billed by Aca/Prudent Investors Planning Corporation typically consist of the following fee type: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 1,602 accounts, Aca/Prudent Investors Planning Corporation's biggest client by number of accounts is retail investors, although it also manages money for 13 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 1.46%
- Other Individuals - 98.54%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aca/Prudent Investors Planning Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aca/Prudent Investors Planning Corporation
Dunellen, NJ
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