Belen Krabbe is a ChFC-designated registered investment advisor at Prosperity Capital Advisors, based in Hampton, IA, with 38 years of industry experience. Belen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
11 First Avenue NW, Hampton, IA, 50441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Belen owns Compro Casa, LLC, managing rental properties and dedicating minimal time to it. She is also a licensed insurance agent, offering various fixed insurance products and spending about a quarter of her time on this activity. Belen volunteers as a board member for Kiwanis Club and owns Franklin Financial Services, which is the operating entity for her advisory and insurance business, taking up nearly full-time.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Mercap Securities, LLCBroker
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Investment Centers of America, INC.Broker
E.I. Sales, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.