Prosperitas Financial offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. For asset management, portfolios are tailored to client needs and regularly monitored. They also offer retirement plan consulting to employer plan sponsors. Prosperitas may use third-party investment advisors to implement investment portfolios. They also offer consulting services to broker-dealer customers.
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.