Holy City Prosperity offers investment advice and financial planning to help clients meet their financial goals. The firm provides comprehensive portfolio management, including ongoing monitoring and rebalancing. They also offer standalone financial planning and consulting services covering various areas like retirement, estate, tax, and education planning. Holy City Prosperity acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$29M
Clients33
Advisors1
Avg. per Client$880K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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