Assets Under Management
$508.9M
Number of Clients
1,639
Number of Advisors
16
Average Client AUM
$311K
AUM per Advisor
$31.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prostatis Group, located in Hanover, MD, provides investment management services on a discretionary and non-discretionary basis, allocating assets among various investments. They also offer financial planning services for a separate fee, covering various aspects of a client's financial life.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.01% |
| $500K - $1.5M | 0.01% |
| $1.5M - $2.5M | 0.01% |
| $2.5M - $3.5M | 0.01% |
| $3.5M+ | 0.01% |
Fees are negotiable on a client-by-client basis.
7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076