Assets Under Management
$216.1M
Number of Clients
173
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$72.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prosperity Wealth Planning LLC provides portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning, including investment, asset allocation, insurance, tax, retirement, college, debt, and estate planning reviews. Educational seminars and workshops are also provided.
| Assets Under Management | 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.
3349 Michelson Dr, Suite 200-8E, Irvine, CA, 92612