Prospect Advisors is an independent investment advisory firm that manages investment portfolios for individuals, high-net-worth individuals, pension plans, trusts, and business entities. Prospect Advisors creates personalized portfolios based on each client's individual needs and financial circumstances, operating with the authority to make trades on the client's behalf without asking first. In addition to personal portfolio management, Prospect Advisors provides investment research services to other registered investment advisors and hedge fund managers. The firm was founded in 2010 and is led by Albert C. Sebastian, who holds the Chartered Financial Analyst designation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable in certain circumstances. The firm also offers investment research services to other advisors and funds for a fixed annual fee ranging from $10,000 to $100,000.