Prosperity Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. PWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$57M
Clients86
Advisors1
Avg. per Client$670K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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