Prosperent Capital provides investment management and financial planning services. For investment management, they create a portfolio allocation based on your goals, risk tolerance, and financial situation, primarily using low-cost, diversified funds. Financial planning covers areas like retirement, education savings, and charitable giving. They may refer you to other specialists like accountants or attorneys. You are not obligated to implement their recommendations or use them for transactions.
Assets Under Management$2.9M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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