Prosperity Advisory Group (PAG) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. PAG creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. PAG also offers financial planning services covering investment planning, retirement planning, education savings, and insurance needs. PAG acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$220M
Clients244
Advisors3
Avg. per Client$890K
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Minimum fee of $1,000 for Investment Management Services. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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