Prospettiva Financial provides wealth management, financial planning, and retirement planning services. Wealth management includes investment management and ongoing financial planning using ETFs and mutual funds. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. Retirement planning assists employer plan sponsors in establishing and monitoring retirement plans.
Assets Under Management$120M
Clients66
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$39M
www.facebook.com/prospettivafinancial ·www.linkedin.com/company/prospettiva-financial-llc ·www.prospettivafinancial.com
Fee Structure
Minimum Investment:$8K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee for wealth management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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