Prosperity Wealth Planning manages investment portfolios and offers comprehensive financial planning services tailored to each client's goals, time horizon, and risk tolerance. Portfolio management covers investment strategy, asset allocation, asset selection, and ongoing monitoring. Financial planning addresses retirement, estate planning, insurance, family legacy, next generation preparation, and divorce planning. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, annuities, equities, exchange-traded funds, and commodities. Prosperity Wealth Planning works with individuals, high-net-worth individuals, and businesses, operating with a fiduciary duty to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.