Plan to Prosper Wealth Management manages wealth and provides financial solutions, emphasizing responsible financial decisions. They identify your lifestyle expectations through an initial information gathering session. They create diversified portfolios, allocating assets among various investments, including stocks, bonds, options, mutual funds, and ETFs. They also assist ERISA-qualified retirement plans with fiduciary governance and investment management programs, acting as a Limited-Scope 3(21) Fiduciary.
Assets Under Management$230M
Clients418
Advisors2
Avg. per Client$560K
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable within each tier on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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