Prophet Wealth Management offers investment strategy, portfolio management, and financial planning services. They work with clients to determine their investment goals and create an appropriate investment strategy. Clients can impose reasonable restrictions on their portfolio. Prophet reviews accounts daily and contacts clients annually to determine if there have been any changes in their financial circumstances.
Assets Under Management$80M
Clients274
Advisors2
Avg. per Client$290K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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