The Prosperity People offers investment management through model portfolios and financial planning services. Investment management is provided on a discretionary basis. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics. They use a third-party platform to manage held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$150M
Clients170
Advisors4
Avg. per Client$860K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.38% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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