Personal Prosperity LLC manages investment portfolios and provides financial planning services. The firm offers ongoing comprehensive financial planning and project-based financial planning. Personal Prosperity LLC is a fee-only firm, meaning it only receives compensation from clients for its services. The firm may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$22M
Clients12
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$22M
www.personalprosperity.net ·www.linkedin.com/in/kenton-braun ·www.linkedin.com/company/personal-prosperity-ll...
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $300.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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