Prolific Solutions provides financial planning, consulting, and investment management services. Financial planning covers areas like business, cash flow, estate, and tax planning. Investment management involves allocating client assets among independent investment managers, mutual funds, or exchange-traded funds. Prolific Solutions works with clients to understand their risk tolerance and financial goals, tailoring its services to their individual needs. The firm also offers retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Prolific Solutions offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.30% per year, depending on factors like the type of client relationship, portfolio size, the independent managers used, and the services provided. This fee does not include the fees charged separately by the independent managers. The annual fee is calculated each quarter, based on the value of your portfolio at the end of the previous quarter.