Prosperity Wealth Strategies offers investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Prosperity generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$95M
Clients55
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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