Prosperity First Wealth Management (PFWM) creates custom investment portfolios for clients based on their individual needs. PFWM uses low-cost mutual funds and ETFs. The firm does not have authority to make trades without asking first. Financial planning is included with investment advisory services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Cash holdings (including money market funds) are charged 0.2%. There is no fee for US Treasury Bonds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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