Prosperity Financial Planning LLC offers financial planning and portfolio management services. Financial planning covers cash flow, retirement, education, risk management, estate, tax, and investment analysis. Portfolio management is tailored to individual goals, risk tolerance, and time horizon, including investment strategy, asset allocation, and regular monitoring. Clients can impose restrictions on investments, but Prosperity Financial Planning reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$0
Clients1
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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