Prospera Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Prospera Capital Management offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm provides asset management, comprehensive portfolio management (which combines asset management with financial planning), and standalone financial planning and consulting. Their investment strategy utilizes various methods of analysis, including duration constraints, fundamental analysis, qualitative analysis, quantitative analysis, and sector analysis, implementing asset allocation, fixed income investing, long-term purchases, margin transactions, options, and short-term purchases. Prospera Capital Management operates as a registered investment advisor and acts in the best interest of its clients.

Assets Under Management$340M
Clients44
Advisors4
Avg. per Client$7.8M
Avg. per Advisor$86M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee will not exceed 1.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

4 Advisors at this firm

Prospera Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor