Shared Prosperity Group (SPG) offers ongoing portfolio management services tailored to each client's goals and risk tolerance. SPG creates an Investment Policy Statement for each client. SPG also offers free general education through its YouTube channel. A core feature of SPG is its charitable giving framework, donating at least 10% of its gross revenue to vetted U.S. nonprofits.
Assets Under Management$680K
Clients1
Advisors1
Avg. per Client$680K
Avg. per Advisor$680K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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