Praetorian Guard, A Division Of Praetorian Wealth Management,Inc logo

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

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Client assets under management

$591,869,622

Clients

457

38% high-net worth

Advisors

7

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

65

Typical

Average account size

$1,295,120

About

Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts and charitable organizations. The firm manages roughly $598.7 million across several hundred client relationships and serves both non‑HNW and high‑net‑worth clients.

Investment decisions are driven by fundamental and cyclical analysis applied across equities, fixed income and cash, and portfolios are managed in accordance with each client’s stated objectives and written restrictions using a combination of in‑house and third‑party research. The firm also monitors and implements asset‑allocation and rebalancing for held‑away employer retirement accounts via an order‑management platform (Pontera) and integrates ongoing financial planning into its advisory work.

What distinguishes the firm is its advisory team composition and operational practices: multiple advisors have prior military careers and hold advanced degrees and CFP designations, and the firm centralizes supervision and periodic account review processes. Praetorian Guard also provides less common services for a firm of its size, including serving as trustee in specified circumstances while requiring independent custody and an annual, unannounced CPA inspection of those trust accounts.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Occupation focus

Military & Veterans

Demographic focus

Retired

Fee options

Percentage

Below $2 Million - $2 Million: 1.50% $2 Million - $5 Million: 1.25% Over $5 Million+: 1.00%

Other

Account minimum: $2,000,000 net worth and/or $1,000,000 investable assets Minimum fee: $1,000 per quarter per client relationship Fee-only: Asset-based advisory fees charged quarterly in advance

Main office location

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

3775 Via Nona Marie, Suite 220

Carmel CA 93923, United States

Number of offices

1

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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