FORM Prosperity Wealth Advisors provides investment management services, where they manage your investments based on your goals, timeline, and risk tolerance. Financial planning is included at no extra cost with investment management. They will evaluate your current and future financial state to predict cash flows, asset values, and withdrawal plans. They also offer advice to individuals, high net worth individuals, trusts, estates, or charitable organizations, corporations or business entities.
Assets Under Management$110M
Clients309
Advisors1
Avg. per Client$370K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.40% |
| $1M+ | 1.25% |
The annual fee is negotiable based upon certain criteria. For accounts less than $50,000, the asset management fee will be greater than the fee percentage outlined in the schedule above due to the required minimum account fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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