Prospective Value Partners LLC is a registered investment advisor based in Des Moines, Iowa, founded and led by Kelly Flynn. The firm provides ongoing asset management services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Prospective Value Partners focuses primarily on fundamental analysis and a long-term value-investing strategy, seeking out undervalued publicly traded businesses that can deliver sustainable excess returns. The firm manages all client accounts on a discretionary basis, meaning they make buying and selling decisions on behalf of clients based on individual financial situations, objectives, and risk tolerances. Prospective Value Partners emphasizes a personalized approach with no minimum investment required to open an account, though clients must sign a written agreement. The firm does not offer standalone financial planning services or performance-based fees, operating strictly on an asset-based management fee structure.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee is 1.00% of assets under management. Fees are negotiable based on the type of client, situation complexity, and account composition.