Elisabeth Eropkin is a registered investment advisor at Prosperent Capital, LLC, based in Huntington Beach, CA, with 1 years of industry experience. Elisabeth 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, Retirement Planning.
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 | 1.75% |
| $500K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
Location
Huntington Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Elisabeth is the Managing Director of Client Services at Prosperent Co, a CPA firm, and spends about a quarter of her time on accounting and bookkeeping duties. She is also the President of Eropkin Enterprises Inc, a business consulting firm, dedicating about 10-20% of her time to consulting and accounting/bookkeeping work.
Employment History
Current Registrations
Prosperent Capital, LLC
State Registrations1 state
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