Prosperity Wealth Planning (PWP) offers ongoing portfolio management based on individual client goals and risk tolerance. PWP creates an Investment Policy Statement for each client. PWP also offers financial planning services, including investment, insurance, tax, retirement, college, debt, and estate planning reviews. PWP provides educational seminars and workshops on financial planning topics.
Assets Under Management$220M
Clients173
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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