Plan2Prosper provides wealth management services including financial planning, investment management, tax planning, and wealth transfer. They focus on a disciplined investment philosophy based on planning, research, and asset allocation. Plan2Prosper manages investments on a non-discretionary basis, meaning clients must approve investment decisions.
Assets Under Management$9.3M
Clients6
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Plan2Prosper manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.75% to 1.5% per year. The exact percentage depends on the nature, size, and complexity of the service. Fees are calculated and payable quarterly in advance, quarterly in arrears, or daily.
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