Prosperitus Wealth Advisors is an independent registered investment advisor based in Coral Springs, Florida. The firm provides professional portfolio management and advanced comprehensive financial planning for individuals, families, retirees, and small business owners. Prosperitus Wealth Advisors takes a holistic approach to wealth management, helping clients navigate retirement income planning, tax strategies, estate and legacy planning, risk management, and business succession. The firm's advisory services are customized to each client's specific financial situation, risk tolerance, and long-term goals. In addition to managing investments, Prosperitus Wealth Advisors coordinates employee benefit planning for business owners and offers specialized guidance on executive compensation and concentrated equity positions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.90% |
| $250K+ | 1.80% |
Fees are negotiable based on account size and complexity. The schedule reflects maximum stated tier rates.