Prospective Value Partners offers ongoing investment management services. They manage accounts based on your financial situation, investment goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. You're responsible for notifying them of any changes to your financial situation or investment objectives. The firm primarily invests in exchange-listed securities and securities traded over-the-counter.
Assets Under Management$76M
Clients36
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, and the composition of the client's account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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