Prosus Wealth Management offers investment management and financial planning services tailored to individual client needs. Prosus provides advice on stocks, mutual funds, exchange traded funds, bonds, US treasuries, options, and limited partnerships. Prosus may engage third-party managers like Advyzon Investment Management or Zacks Investment Management. Financial planning covers wealth enhancement, transfer, protection, and charitable giving. Prosus acts as a fiduciary, providing advice in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for the portion of assets over $3,000,000. Firm also offers asset management services on a fixed fee retainer basis, ranging from $10,000 to $50,000 annually, billed and payable quarterly. There is a minimum annual retainer fee of $10,000.