ProsperiTea Planning combines tax planning and preparation, investment advising, and comprehensive financial planning in a fixed fee annual contract. ProsperiTea Planning tailors its services to each client's needs, exploring their goals, values, and objectives. They create an Investment Policy Statement that incorporates risk tolerance and cash flow needs. Clients receive access to online tools and performance reporting.
Fee Structure
ProsperiTea Planning offers investment management as part of their Open Retainer package, which also includes financial planning and tax services. For children and young adults of Open Retainer clients, they offer investment management at no charge if certain conditions are met (under $100,000 in managed assets, under age 30, and a lineal relation to the Open Retainer Client). Once these conditions are no longer met, the client will be charged under the Limited Retainer calculation.