Presper Financial Architects provides personalized financial planning and investment management services. Financial planning focuses on major life transitions like marriage, divorce, career changes, and retirement. Investment management is typically discretionary, meaning they make trades without asking you first, but they may offer non-discretionary management in limited cases. They use various technologies, including artificial intelligence, to improve business operations.
Assets Under Management$360M
Clients533
Advisors3
Avg. per Client$680K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.10% |
Fees are negotiable and may be higher or lower based on the nature of the account. PFA also has an agreement with American Funds where the fee is 0.50% per year and non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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