Prosperitus Wealth Advisors provides financial planning and investment management services. The firm assists clients with investing, estate planning, tax planning, retirement planning, insurance planning, and budgeting/saving. Prosperitus Wealth Advisors works with business owners, entrepreneurs, executives, families, individuals, retirees, and women investors.
Assets Under Management$60M
Clients224
Advisors4
Avg. per Client$270K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Prosperitus Wealth Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the amount you have invested, but it will not exceed:
- Up to 2.0% on the first $99,999.99
- Up to 1.9% on amounts between $100,000 and $249,999.99
- Up to 1.8% on amounts between $250,000 and $499,999.99
- Up to 1.8% on amounts between $500,000 and $749,999.99
- Up to 1.8% on amounts between $750,000 and $999,999.99
- Up to 1.8% on amounts between $1,000,000 and $1,999,999.99
- Up to 1.8% on amounts between $2,000,000 and $4,999,999.99
- Up to 1.8% on amounts between $5,000,000 and $24,999,999.9
- Up to 1.8% on amounts over $25,000,000
These fees are negotiable.
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