Prosperity Financial Group offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans, including 401(k) plans. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. Prosperity Financial Group's investment advice is limited to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities and non-U.S. securities.
Assets Under Management$98M
Clients188
Advisors2
Avg. per Client$520K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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