Truly Prosper Financial Planning LLC provides ongoing financial planning and investment management services, as well as financial planning without investment management. They also offer project-based financial planning. Truly Prosper works with clients to establish financial goals and values, and then creates a plan to help them achieve those goals. They provide advice on retirement planning, risk management, college savings, cash flow, debt management, work benefits, tax, and estate planning.
Fee Structure
Truly Prosper charges a flat annual fee for ongoing financial planning and investment management, ranging from $4,000 to $20,000 per year. This fee is paid quarterly. The exact fee is agreed upon with the client before work begins. The fee will not exceed 2% of the value of your portfolio.