Prostatis Financial Advisors Group manages investment portfolios on a discretionary and non-discretionary basis, utilizing mutual funds, exchange-traded funds, individual bonds, and equities. The firm also offers personalized financial planning services covering income allocation, retirement, education, estate, legacy, tax, and business planning. Prostatis uses a macro-environmental approach with tactical asset allocation and sector rotation, and may engage independent third-party managers to assist with investment strategies. The firm serves individuals, high net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis. Household accounts may be aggregated to determine fee tiers.