Prosperity Road offers customized wealth advisory solutions through personal contact, providing both discretionary and non-discretionary investment management and financial planning services. They work with clients to identify investment goals, risk tolerance, and financial situations to create an investment strategy. Prosperity Road constructs portfolios primarily using no-load mutual funds and may use exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering investment, retirement, education savings, and charitable giving.
Assets Under Management$160M
Clients65
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$78M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor. A minimum fee of $4,500 is imposed, but can be waived at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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