Prosperity Planning offers investment management and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. For investment management, they create personalized investment mixes using mutual funds and exchange-traded funds, diversified across various asset classes. Financial planning services cover retirement, college funding, tax, portfolio analysis, risk management, and estate planning.
Assets Under Management$540M
Clients406
Advisors10
Avg. per Client$1.3M
Avg. per Advisor$54M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
This is a blended fee schedule. Fees and investment minimums may be adjusted on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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