Financial Prosperity provides two main services: a one-time financial plan and ongoing financial planning with portfolio management. The firm operates virtually, targeting busy professionals and business owners nearing retirement. They offer a complimentary 30-minute phone session to discuss financial concerns and the benefits of financial planning. The firm also offers a Young Adult Service for adults aged 30 and under with a net worth less than $100,000.
Assets Under Management$43M
Clients32
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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