Prospurpose Wealth, operating as Storyline Financial Planning, provides financial planning, wealth management, and investment management services. The firm offers both ongoing and project-based financial planning. Prospurpose Wealth may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$3M
Clients13
Advisors1
Avg. per Client$230K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Fee may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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