Prostatis Financial Advisors Group, located in Hanover, Maryland, provides investment management and financial planning services. Prostatis aims to help clients build, grow, manage, and protect their wealth. They offer tailored services specializing in investment for financial independence, including retirement investing and income replacement strategies. Prostatis manages accounts on a discretionary and non-discretionary basis, allocating client assets among various investments.
Assets Under Management$510M
Clients1,639
Advisors16
Avg. per Client$310K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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