Prosper Wealth Solutions, operating as My Prosper Team, offers investment management and financial planning services to individuals, families, high net worth individuals, retirement plans, and businesses. MPT focuses on understanding client needs and goals to create tailored strategies. MPT is compensated by advisory fees and does not accept commissions. Clients choose their own custodian.
Assets Under Management$53M
Clients469
Advisors5
Avg. per Client$110K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
MPT reserves the right to negotiate its Investment Management fees. For clients who have $12,000 or less to initiate services, the Adviser imposes a minimum annual advisory fee of $150, invoiced at engagement (and annually thereafter).
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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