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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee will not exceed 1.00%. Fees are negotiable.