Prosperity Wealth Management provides investment advice and financial planning to individuals, families, and other clients. Services include asset management, financial planning, pension consulting, and referrals to third-party money managers. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. Prosperity Wealth Management may use third-party investment advisors to implement investment portfolios.
Assets Under Management$440M
Clients1,619
Advisors49
Avg. per Client$270K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
49 Advisors at this firm
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