Personal Prosperity LLC is a registered investment advisor founded in 2018 and based in Spring, Texas. The firm offers personalized investment management, ongoing comprehensive financial planning, and hourly project-based financial planning services to individuals and high net-worth individuals. Using Modern Portfolio Theory, Personal Prosperity builds and manages custom portfolios tailored to each client's specific goals, risk tolerance, and tax considerations. The firm also assists with held-away accounts and may recommend third-party managers when appropriate. Personal Prosperity operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales, ensuring a legally required commitment to act in clients' best interests.
Fee Structure
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 is $300.
