Prospect Trading, LLC offers investment management and planning services. They work with clients to determine an investment strategy and then buy and sell securities within the client's portfolio. Clients retain control of their assets. Prospect Trading does not offer advice on personal finance, taxation, trusts, estate planning, or insurance. An initial meeting is free to determine if investment management is beneficial.
Assets Under Management$20M
Clients39
Advisors2
Avg. per Client$510K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Prospect Trading, LLC's investment management fee is based on a percentage of the value of your portfolio or a share of the capital gains. The annual fee is negotiable, with a maximum of 2% and a minimum of 0.8%. Clients who agree to a performance-based fee are not charged the percentage of portfolio fee.
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