Prosperity Financial Group provides investment advice, asset management, and financial planning services to individuals, families, and businesses. Prosperity Financial Group creates tailored investment strategies using stocks, bonds, ETFs, mutual funds, and other securities. The firm also offers financial planning services covering retirement, estate, tax, education, and business planning. Prosperity Financial Group may refer clients to third-party money managers.
Assets Under Management$360M
Clients656
Advisors8
Avg. per Client$550K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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