Prudent Prosperity of Texas offers investment management, financial planning, and tax services to individuals, businesses, and institutions. Services are offered through subscription-based plans or customized plans. Investment portfolios can include alternative investments. The firm creates financial plans and investment portfolios based on each client’s personal goals, needs, and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to alternative investments only. Investment management is also offered as part of subscription plans or customized plans with flat fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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