Prosperity Investment Advisors helps clients with investment and general financial decisions. They consider factors specific to each client's situation, such as age, tax situation, income, investment experience, risk tolerance, goals, and family and estate planning considerations. They offer investment options and educate clients on the pros, cons, risks, and rewards of different investment classes.
Assets Under Management$12M
Clients43
AdvisorsN/A
Avg. per Client$280K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. Minimum annual fee of $250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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