PRESTIGE ADVISORS INC.

Overview

Prestige Advisors Inc. is a small, privately owned corporate advisory practice that provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm identifies as a capital allocator, which suggests it constructs portfolios both directly and through outside managers or products rather than acting solely as a broker. Its fee model is broad — the firm can charge a percentage of assets under management, hourly or fixed fees, and performance‑based fees, plus other fee arrangements when appropriate. The firm is not positioned as an ESG investor and is not registered as a multi‑state adviser. It does maintain industry links to insurance and real estate brokerage, which shapes the types of products and solutions it can source for clients. Prestige Advisors Inc. is not a pensions consultant and does not report related adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices