Prosperity Planning is a registered investment advisor based in North Kansas City, Missouri, managing over $543 million in assets. The firm specializes in long-term, globally diversified portfolio management using mutual funds and exchange-traded funds, alongside private placement investments for qualified clients. Prosperity Planning provides comprehensive financial planning covering retirement, tax strategies, college funding, and estate planning. In addition, the firm offers specialized divorce financial planning and corporate retirement plan consulting for business owners. Clients benefit from a personalized approach that emphasizes broad-based diversification and ongoing portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Pension consulting services are assessed at up to 1.15% annually.