Prospero Financial Planning provides personalized financial advice to individuals, families, and businesses. They offer financial planning to help clients manage their resources, portfolio management to grow their investments, and pension consulting services for employee benefit plans. Prospero tailors its advice to each client's specific needs and goals.
Assets Under Management$4.5M
Clients12
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$10K
Prospero Financial Planning offers investment management services where they make investment decisions for you. The annual fee ranges from 0.40% to 1.50% of the value of your investments, depending on the size, asset mix, and complexity of your account. Fees are negotiable. There is a $10,000 minimum to open and maintain an account, but this may be waived.
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