Prosperitage Wealth is a fee-only registered investment advisor providing investment management and financial planning services. Prosperitage Wealth works with clients to create investment plans and manage portfolios based on their individual needs and goals. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Prosperitage Wealth may recommend outside managers to assist with investment management.
Assets Under Management$3.7M
Clients16
Advisors1
Avg. per Client$230K
Avg. per Advisor$3.7M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
The above fee schedule includes the Outside Manager’s fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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