Prosperilux provides investment management, either with or without their making the specific trade decisions. They also offer financial planning services, including full financial plans and consulting on specific topics. Prosperilux may use sub-advisors to manage client portfolios. They participate in Altruist LLC’s Model Marketplace.
Assets Under Management$1.5M
Clients1
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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