Prosper Private Wealth provides investment management, financial planning, and retirement plan services to individuals, high-net-worth individuals, families, estates, and trusts. PPW manages portfolios and offers advice on legacy positions. PPW may utilize sub-advisors or third-party managers. PPW does not provide tax or legal advice.
Assets Under Management$110M
Clients50
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Prosper Private Wealth charges a fee based on the value of your investments. The maximum annual fee is 2.00%. PPW may negotiate fees and waive the minimum account size at their discretion. The fee is calculated monthly, based on the average daily balance of the account.
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