Holy City Prosperity, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Holy City Prosperity, LLC provides comprehensive portfolio management and standalone financial planning and consulting services. Founded in 2022 and operating in Fayetteville, Arkansas, the firm is wholly owned and operated by John Phillip Cingolani. Holy City Prosperity helps individuals, high-net-worth clients, trusts, charitable organizations, and business owners achieve their financial goals through tailored investment strategies, continuous portfolio monitoring, and ongoing communication. The firm builds diversified portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other public and private securities. In addition to managing investments, Holy City Prosperity offers advisory services covering retirement planning, estate planning, charitable giving, education planning, tax strategies, real estate analysis, and debt evaluation.

Assets Under Management$27M
Clients27
Advisors1
Avg. per Client$1M
Avg. per Advisor$27M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%, billed monthly in arrears based on the time-weighted daily average value of the account. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Holy City Prosperity, LLC - Fees, AUM & Advisors | TrueAdvisor