Prospero Wealth, operating as CapitalWe LLC, offers investment management and financial planning services. Prospero manages investments and provides advice on retirement, estate, and insurance planning. Prospero also provides advice and supervision on accounts held away at other institutions. Estate planning services are provided via a 3rd-party company, Wealth.com.
Assets Under Management$100M
Clients85
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$14M
Fee Structure
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 | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Clients who are participating in the Momentum Technical Trading service may be billed an additional 0.25% annual licensing fee. For “Advised 401(k)” plans, assets are charged an annual flat fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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