Premier Prosperity Advisors is a registered investment advisor offering both discretionary and non-discretionary portfolio management services. They tailor investment advice to meet individual client needs and objectives. They also provide financial planning and consulting services, ranging from broad-based planning to single-subject consultations. Pension consulting services are available to employee benefit plans.
Fee Structure
Premier Prosperity Advisors charges an annual fee for managing your investments, ranging from 0.5% to 1.5% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is billed monthly in advance. For clients already using Premier Prosperity's investment management, financial planning is included.