Janessa Price is a registered investment advisor at Prosperilux LLC, based in Denmark, WI, with 7 years of industry experience. Janessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1 clients with $1.5M 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 $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
Denmark, WI
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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
Janessa co-owns Nordic Grove LLC, a duck and orchard farm, and Optum Security, an IT consulting business. She is also a sole proprietor working as an insurance agent selling fixed insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Prosperilux LLC
Previous Registrations
Annex Wealth Management, LLC
Harbour Investments, INC.
State Registrations1 state
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