Prosperitas Financial provides investment management, comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting to individuals, high-net-worth families, trusts, estates, and businesses. Prosperitas Financial builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, and may also utilize third-party investment managers. For asset management services, the firm continuously monitors and rebalances portfolios according to each client's specific goals, risk tolerance, and time horizon. Standalone financial planning covers retirement planning, estate planning, charitable giving, tax planning, education funding, real estate analysis, and debt management. Prosperitas Financial operates as a registered investment advisor and acts in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.