Prosper Wisely provides investment planning and consulting services to help clients develop a financial strategy. This includes evaluating your current and future financial situation, including net worth, tax liabilities, and retirement plans. Prosper Wisely offers one tier of investment planning and consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Consultation Service: For a fixed fee of $600, you get two hours of consultation, a one-page investment summary with recommendations, and phone/video, text & email support for one year.
One-Time Plan:$600
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