Prosperity Advisers is a registered investment advisor based in Pennsylvania that provides discretionary portfolio management, annuity management, alternative investment advice, and comprehensive financial planning. Prosperity Advisers helps clients with retirement planning, tax strategies, cash flow, college funding, and estate planning. The advisory team focuses on creating personalized investment strategies based on each client's goals, time horizon, and risk tolerance. Prosperity Advisers operates as a fee-only firm, meaning they do not sell commissioned financial products like stocks, bonds, or mutual funds, though they may recommend insurance policies through an affiliated agency. The firm works with individuals, high net worth families, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range between 0.50% and 1.50% annually, depending on asset size, portfolio complexity, and other factors. Fees are negotiable.